PWPS
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Pinnacle Wealth Planning Services’s Helmerich & Payne HP Stock Holding History

Pinnacle Wealth Planning Services’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 		$195K Buy
5,409
+85
+2% +$2.9K 0.02% 490
2025
Q4 		$153K Buy
+5,324
New +$141K 0.02% 581
2021
Q1 		– Sell
-343
Closed -$8K – 1055
2020
Q4 		$8K Buy
+343
New +$6.65K ﹤0.01% 1466

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

Pinnacle Wealth Planning Services's HP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Helmerich & Payne (HP) stake by 1.6% in Q1 2026, buying an estimated $2.9K and bringing the position to 5,409 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #490.

Pinnacle Wealth Planning Services first reported a position in HP in Q4 2020 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,409 shares of Helmerich & Payne worth $195K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 85 Helmerich & Payne shares in Q1 2026, an estimated $2.9K.
  • Helmerich & Payne made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #490 holding.
  • Pinnacle Wealth Planning Services first reported a position in Helmerich & Payne in Q4 2020 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.