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Legacy Financial Advisors’s Helmerich & Payne HP Stock Holding History

Legacy Financial Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
+6,148
New +$210K 0.03% 379
2025
Q1 		– Sell
-6,275
Closed -$201K – 369
2024
Q4 		$201K Buy
+6,275
New +$213K 0.03% 333
2024
Q3 		– Sell
-6,140
Closed -$222K – 364
2024
Q2 		$222K Sell
6,140
-124
-2% -$4.77K 0.04% 305
2024
Q1 		$263K Buy
6,264
+118
+2% +$4.46K 0.05% 269
2023
Q4 		$223K Buy
6,146
+6
+0.1% +$232 0.04% 276
2023
Q3 		$259K Hold
6,140
– – 0.05% 216
2023
Q2 		$218K Buy
6,140
+10
+0.2% +$341 0.04% 236
2023
Q1 		$219K Sell
6,130
-9
-0.1% -$388 0.04% 230
2022
Q4 		$304K Buy
6,139
+33
+0.5% +$1.57K 0.07% 175
2022
Q3 		$226K Buy
6,106
+9
+0.1% +$379 0.05% 198
2022
Q2 		$263K Hold
6,097
– – 0.07% 167
2022
Q1 		$261K Buy
+6,097
New +$210K 0.06% 188
2020
Q1 		– Sell
-6,045
Closed -$275K – 87
2019
Q4 		$275K Hold
6,045
– – 0.09% 100
2019
Q3 		$242K Sell
6,045
-44
-0.7% -$1.94K 0.08% 102
2019
Q2 		$308K Hold
6,089
– – 0.11% 90
2019
Q1 		$338K Sell
6,089
-761
-11% -$41.5K 0.11% 78
2018
Q4 		$328K Buy
6,850
+412
+6% +$25.3K 0.13% 70
2018
Q3 		$442K Buy
6,438
+45
+0.7% +$2.87K 0.16% 57
2018
Q2 		$412K Hold
6,393
– – 0.16% 60
2018
Q1 		$445K Buy
6,393
+348
+6% +$23.5K 0.18% 55
2017
Q4 		$390K Buy
+6,045
New +$339K 0.16% 57

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's HP Position: Q1 2026 in Review

Legacy Financial Advisors opened a new position in Helmerich & Payne (HP) in Q1 2026: 6,148 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #379 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in HP as recently as Q4 2024.

Legacy Financial Advisors first reported a position in HP in Q4 2017 and has held it in 21 quarters since. The position peaked at $445K in Q1 2018. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Legacy Financial Advisors held 6,148 shares of Helmerich & Payne worth $222K as of Q1 2026.
  • Helmerich & Payne was a new Legacy Financial Advisors position in Q1 2026.
  • Helmerich & Payne made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #379 holding.
  • Legacy Financial Advisors first reported a position in Helmerich & Payne in Q4 2017 and has held it in 21 quarters since.
  • Legacy Financial Advisors's Helmerich & Payne position peaked at $445K in Q1 2018.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.