AWA
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Aaron Wealth Advisors’s BHP BHP Stock Holding History

Aaron Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.04M Buy
35,835
+1,945
+6% +$170K 0.15% 83
2026
Q2 		$2.82M Buy
33,890
+3,983
+13% +$331K 0.14% 93
2026
Q1 		$2.18M Buy
29,907
+9,483
+46% +$670K 0.12% 103
2025
Q4 		$1.23M Buy
20,424
+5,552
+37% +$315K 0.07% 206
2025
Q3 		$829K Buy
14,872
+299
+2% +$15.9K 0.05% 277
2025
Q2 		$701K Buy
14,573
+580
+4% +$27.9K 0.07% 175
2025
Q1 		$679K Buy
13,993
+747
+6% +$37.2K 0.08% 165
2024
Q4 		$647K Buy
13,246
+2,217
+20% +$121K 0.08% 158
2024
Q3 		$685K Buy
11,029
+73
+0.7% +$4.03K 0.08% 154
2024
Q2 		$625K Buy
10,956
+799
+8% +$46.4K 0.09% 142
2024
Q1 		$586K Buy
10,157
+5,010
+97% +$300K 0.08% 147
2023
Q4 		$352K Buy
5,147
+1,253
+32% +$75.6K 0.06% 170
2023
Q3 		$221K Buy
3,894
+522
+15% +$30.5K 0.03% 233
2023
Q2 		$201K Buy
+3,372
New +$201K 0.03% 248
2022
Q2 		– Sell
-832
Closed -$57.3K – 270
2022
Q1 		$57.3K Buy
+832
New +$50.5K 0.01% 395

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aaron Wealth Advisors's BHP Position: Q3 2026 in Review

Aaron Wealth Advisors increased its BHP (BHP) stake by 5.7% in Q3 2026, buying an estimated $170K and bringing the position to 35,835 shares worth $3.04M. The position accounts for 0.15% of the portfolio, ranked #83.

Aaron Wealth Advisors first reported a position in BHP in Q1 2022 and has held it in 15 quarters since. 74 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Aaron Wealth Advisors held 35,835 shares of BHP worth $3.04M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,945 BHP shares in Q3 2026, an estimated $170K.
  • BHP made up 0.15% of Aaron Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Aaron Wealth Advisors first reported a position in BHP in Q1 2022 and has held it in 15 quarters since.
  • 74 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.