William B. Walkup & Associates’s Helmerich & Payne HP Stock Holding History

William B. Walkup & Associates’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 Q2	$1.03M	Sell	31,486 -3,755	-11%	-$141K	0.5%	47
2026 Q1	$920K	Buy	35,241 +355	+1%	+$12.1K	0.55%	46
2025 Q4	$1M	Sell	34,886 -355	-1%	-$9.43K	0.55%	44
2025 Q3	$778K	Hold	35,241	–	–	0.42%	50
2025 Q2	$534K	Hold	35,241	–	–	0.31%	58
2025 Q1	$920K	Hold	35,241	–	–	0.56%	45
2024 Q4	$1.13M	Hold	35,241	–	–	0.71%	38
2024 Q3	$1.07M	Hold	35,241	–	–	0.66%	41
2024 Q2	$1.27M	Buy	+35,241	New	+$1.36M	0.83%	30

Other funds holding HP

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

William B. Walkup & Associates's HP Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Helmerich & Payne (HP) stake by 11% in Q2 2026, selling an estimated $141K and leaving 31,486 shares worth $1.03M. The position accounts for 0.5% of the portfolio, ranked #47.

William B. Walkup & Associates first reported a position in HP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2024. 104 funds tracked by Wall St. Rank hold HP as of Q2 2026.

William B. Walkup & Associates held 31,486 shares of Helmerich & Payne worth $1.03M as of Q2 2026.
William B. Walkup & Associates sold 3,755 Helmerich & Payne shares in Q2 2026, an estimated $141K.
Helmerich & Payne made up 0.5% of William B. Walkup & Associates's portfolio in Q2 2026, its #47 holding.
William B. Walkup & Associates first reported a position in Helmerich & Payne in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Helmerich & Payne position peaked at $1.27M in Q2 2024.
104 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.