William B. Walkup & Associates, Inc. HP HELMERICH & PAYNE INC

Ownership history in William B. Walkup & Associates, Inc.  ·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported HELMERICH & PAYNE INC (HP) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.83% in 2024 Q2. The latest visible filing shows HP at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William B. Walkup & Associates, Inc.'s position in HELMERICH & PAYNE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HP was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How William B. Walkup & Associates, Inc. held HP — position size vs. price
% of Fund (quarterly)    HP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,241 +355 +1.0% 0.55% $920K 2026-04-20 $33.67
2025 Q4 REDUCED 34,886 -355 -1.0% 0.55% $1.0M 2026-02-17 $33.31
2025 Q3 UNCHANGED 35,241 0% 0.42% $778K 2025-10-29 $26.14
2025 Q2 UNCHANGED 35,241 0% 0.31% $534K 2025-08-12 $17.06
2025 Q1 UNCHANGED 35,241 0% 0.56% $920K 2025-05-13 $18.30
2024 Q4 UNCHANGED 35,241 0% 0.71% $1.1M 2025-02-14 $25.40
2024 Q3 UNCHANGED 35,241 0% 0.66% $1.1M 2024-11-15 $31.86
2024 Q2 INITIATED 35,241 0.83% $1.3M 2024-08-16 $32.09

FAQ About William B. Walkup & Associates, Inc. and HP

These are the practical questions this page is built to answer before you even open the full history table.

How long has William B. Walkup & Associates, Inc. reported owning HP?

William B. Walkup & Associates, Inc. reported HP across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HP position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for HP was 0.83% in 2024 Q2.

What is the latest reported HP position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 35,241 shares, equal to 0.55% of portfolio, with an estimated market value of $920K.

What does the chart on this HP ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'s quarterly HP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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