SAM
HP icon

Smartleaf Asset Management’s Helmerich & Payne HP Stock Holding History

Smartleaf Asset Management’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 		$106K Sell
2,960
-775
-21% -$26.4K ﹤0.01% 1085
2025
Q4 		$108K Buy
3,735
+1,248
+50% +$33.1K ﹤0.01% 1148
2025
Q3 		$55.5K Buy
2,487
+437
+21% +$8.06K ﹤0.01% 1345
2025
Q2 		$31.6K Sell
2,050
-565
-22% -$10.4K ﹤0.01% 1358
2025
Q1 		$66.1K Sell
2,615
-190
-7% -$5.52K 0.01% 1014
2024
Q4 		$88.1K Buy
2,805
+1,268
+82% +$43K 0.01% 898
2024
Q3 		$46.1K Buy
1,537
+34
+2% +$1.17K 0.01% 945
2024
Q2 		$53.5K Buy
1,503
+551
+58% +$21.2K 0.01% 723
2024
Q1 		$40.2K Buy
952
+106
+13% +$4.01K 0.01% 725
2023
Q4 		$21.1K Buy
+846
New +$32.7K 0.01% 664

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

Smartleaf Asset Management's HP Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Helmerich & Payne (HP) stake by 21% in Q1 2026, selling an estimated $26.4K and leaving 2,960 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Smartleaf Asset Management first reported a position in HP in Q4 2023 and has held it in 10 quarters since. The position peaked at $108K in Q4 2025. 374 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • Smartleaf Asset Management held 2,960 shares of Helmerich & Payne worth $106K as of Q1 2026.
  • Smartleaf Asset Management sold 775 Helmerich & Payne shares in Q1 2026, an estimated $26.4K.
  • Helmerich & Payne made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1085 holding.
  • Smartleaf Asset Management first reported a position in Helmerich & Payne in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Helmerich & Payne position peaked at $108K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.