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Sigma Planning Corp’s Helmerich & Payne HP Stock Holding History

Sigma Planning Corp’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 		$691K Sell
19,188
-1,994
-9% -$68K 0.02% 717
2025
Q4 		$607K Sell
21,182
-16
-0.1% -$425 0.02% 724
2025
Q3 		$468K Sell
21,198
-721
-3% -$13.3K 0.01% 847
2025
Q2 		$332K Buy
+21,919
New +$402K 0.01% 954
2019
Q3 		– Sell
-9,659
Closed -$489K – 1026
2019
Q2 		$489K Buy
+9,659
New +$532K 0.03% 556

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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

Sigma Planning Corp's HP Position: Q1 2026 in Review

Sigma Planning Corp reduced its Helmerich & Payne (HP) stake by 9.4% in Q1 2026, selling an estimated $68K and leaving 19,188 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #717.

Sigma Planning Corp first reported a position in HP in Q2 2019 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Sigma Planning Corp held 19,188 shares of Helmerich & Payne worth $691K as of Q1 2026.
  • Sigma Planning Corp sold 1,994 Helmerich & Payne shares in Q1 2026, an estimated $68K.
  • Helmerich & Payne made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #717 holding.
  • Sigma Planning Corp first reported a position in Helmerich & Payne in Q2 2019 and has held it in 5 quarters since.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.