LPL Financial
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LPL Financial’s Helmerich & Payne HP Stock Holding History

LPL Financial’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 		$1.11M Sell
30,835
-409
-1% -$13.9K ﹤0.01% 4105
2025
Q4 		$896K Sell
31,244
-1,052
-3% -$27.9K ﹤0.01% 4186
2025
Q3 		$713K Buy
32,296
+6,976
+28% +$129K ﹤0.01% 4326
2025
Q2 		$384K Buy
25,320
+52
+0.2% +$953 ﹤0.01% 4597
2025
Q1 		$660K Buy
25,268
+3,505
+16% +$102K ﹤0.01% 3909
2024
Q4 		$697K Buy
21,763
+408
+2% +$13.8K ﹤0.01% 3800
2024
Q3 		$650K Sell
21,355
-6,208
-23% -$214K ﹤0.01% 3774
2024
Q2 		$996K Sell
27,563
-115
-0.4% -$4.42K ﹤0.01% 3261
2024
Q1 		$1.16M Buy
27,678
+658
+2% +$24.9K ﹤0.01% 3041
2023
Q4 		$979K Buy
27,020
+145
+0.5% +$5.61K ﹤0.01% 3071
2023
Q3 		$1.13M Buy
26,875
+4,460
+20% +$186K ﹤0.01% 2791
2023
Q2 		$795K Sell
22,415
-511
-2% -$17.4K ﹤0.01% 3040
2023
Q1 		$820K Buy
22,926
+691
+3% +$29.8K ﹤0.01% 2911
2022
Q4 		$1.1M Sell
22,235
-1,394
-6% -$66.4K ﹤0.01% 2571
2022
Q3 		$874K Sell
23,629
-2,900
-11% -$122K ﹤0.01% 2651
2022
Q2 		$1.14M Buy
26,529
+8,184
+45% +$380K ﹤0.01% 2475
2022
Q1 		$785K Sell
18,345
-3,602
-16% -$124K ﹤0.01% 2819
2021
Q4 		$520K Sell
21,947
-1,685
-7% -$48K ﹤0.01% 3247
2021
Q3 		$648K Sell
23,632
-992
-4% -$27.7K ﹤0.01% 2992
2021
Q2 		$803K Buy
24,624
+5,848
+31% +$172K ﹤0.01% 2751
2021
Q1 		$506K Buy
18,776
+1,493
+9% +$41.2K ﹤0.01% 3010
2020
Q4 		$400K Buy
17,283
+322
+2% +$6.24K ﹤0.01% 2955
2020
Q3 		$248K Sell
16,961
-71,023
-81% -$1.24M ﹤0.01% 3040
2020
Q2 		$1.72M Buy
87,984
+13,870
+19% +$270K ﹤0.01% 1449
2020
Q1 		$1.16M Buy
74,114
+65,973
+810% +$2.32M ﹤0.01% 1522
2019
Q4 		$370K Sell
8,141
-438
-5% -$17.6K ﹤0.01% 2614
2019
Q3 		$344K Sell
8,579
-714
-8% -$31.5K ﹤0.01% 2563
2019
Q2 		$470K Sell
9,293
-6,156
-40% -$339K ﹤0.01% 2326
2019
Q1 		$858K Buy
15,449
+1,748
+13% +$95.2K ﹤0.01% 1761
2018
Q4 		$657K Sell
13,701
-8
-0.1% -$491 ﹤0.01% 1828
2018
Q3 		$943K Buy
13,709
+271
+2% +$17.3K ﹤0.01% 1711
2018
Q2 		$857K Sell
13,438
-2,903
-18% -$198K ﹤0.01% 1726
2018
Q1 		$1.09M Buy
16,341
+1,454
+10% +$98.1K ﹤0.01% 1537
2017
Q4 		$962K Sell
14,887
-1,390
-9% -$77.9K ﹤0.01% 1551
2017
Q3 		$848K Sell
16,277
-781
-5% -$38.6K ﹤0.01% 1552
2017
Q2 		$927K Buy
17,058
+6,982
+69% +$409K ﹤0.01% 1419
2017
Q1 		$672K Buy
+10,076
New +$717K ﹤0.01% 1547
2016
Q2 		– Sell
-15,976
Closed -$907K – 2774
2016
Q1 		$907K Sell
15,976
-11,529
-42% -$609K ﹤0.01% 1742
2015
Q4 		$1.47M Buy
27,505
+10,867
+65% +$601K ﹤0.01% 1380
2015
Q3 		$862K Buy
16,638
+1,594
+11% +$90.2K ﹤0.01% 1345
2015
Q2 		$985K Buy
15,044
+1,630
+12% +$120K 0.01% 1375
2015
Q1 		$915K Buy
13,414
+6,098
+83% +$399K ﹤0.01% 1417
2014
Q4 		$493K Sell
7,316
-2,191
-23% -$171K ﹤0.01% 1786
2014
Q3 		$899K Sell
9,507
-7,398
-44% -$786K 0.01% 1349
2014
Q2 		$1.96M Buy
16,905
+2,822
+20% +$309K 0.01% 894
2014
Q1 		$1.51M Sell
14,083
-1,554
-10% -$144K 0.01% 997
2013
Q4 		$1.31M Buy
15,637
+706
+5% +$55K 0.01% 1072
2013
Q3 		$1.12M Sell
14,931
-1,388
-9% -$91.6K 0.01% 1120
2013
Q2 		$1.02M Buy
+16,319
New +$1M 0.01% 1114

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

LPL Financial's HP Position: Q1 2026 in Review

LPL Financial reduced its Helmerich & Payne (HP) stake by 1.3% in Q1 2026, selling an estimated $13.9K and leaving 30,835 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4105.

LPL Financial first reported a position in HP in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.96M in Q2 2014. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • LPL Financial held 30,835 shares of Helmerich & Payne worth $1.11M as of Q1 2026.
  • LPL Financial sold 409 Helmerich & Payne shares in Q1 2026, an estimated $13.9K.
  • Helmerich & Payne made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4105 holding.
  • LPL Financial first reported a position in Helmerich & Payne in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Helmerich & Payne position peaked at $1.96M in Q2 2014.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.