AWM
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AE Wealth Management’s BHP BHP Stock Holding History

AE Wealth Management’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
Q2 		$847K Buy
10,163
+1,251
+14% +$104K ﹤0.01% 980
2026
Q1 		$648K Sell
8,912
-315
-3% -$22.3K ﹤0.01% 987
2025
Q4 		$557K Buy
9,227
+397
+4% +$22.6K ﹤0.01% 1009
2025
Q3 		$492K Sell
8,830
-80
-0.9% -$4.26K ﹤0.01% 984
2025
Q2 		$429K Buy
8,910
+351
+4% +$16.9K ﹤0.01% 981
2025
Q1 		$415K Buy
8,559
+1,113
+15% +$55.4K ﹤0.01% 974
2024
Q4 		$364K Buy
7,446
+136
+2% +$7.39K ﹤0.01% 1023
2024
Q3 		$454K Sell
7,310
-774
-10% -$42.7K ﹤0.01% 913
2024
Q2 		$461K Buy
8,084
+972
+14% +$56.5K ﹤0.01% 905
2024
Q1 		$410K Sell
7,112
-20,205
-74% -$1.21M ﹤0.01% 874
2023
Q4 		$1.69M Buy
27,317
+4,177
+18% +$252K 0.01% 962
2023
Q3 		$1.32M Sell
23,140
-7,948
-26% -$465K 0.01% 992
2023
Q2 		$1.86M Sell
31,088
-2,394
-7% -$143K 0.01% 868
2023
Q1 		$2.12M Buy
33,482
+439
+1% +$28.3K 0.01% 772
2022
Q4 		$2.05M Buy
33,043
+14,124
+75% +$794K 0.01% 736
2022
Q3 		$947K Sell
18,919
-5,528
-23% -$293K 0.01% 961
2022
Q2 		$1.37M Buy
24,447
+5,874
+32% +$365K 0.01% 790
2022
Q1 		$1.28M Buy
18,573
+13,319
+254% +$809K 0.01% 840
2021
Q4 		$283K Sell
5,254
-2,693
-34% -$135K ﹤0.01% 1472
2021
Q3 		$379K Sell
7,947
-53,002
-87% -$3.24M ﹤0.01% 1282
2021
Q2 		$3.96M Buy
60,949
+13,028
+27% +$861K 0.03% 432
2021
Q1 		$2.97M Buy
+47,921
New +$3.08M 0.03% 458

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AE Wealth Management's BHP Position: Q2 2026 in Review

AE Wealth Management increased its BHP (BHP) stake by 14% in Q2 2026, buying an estimated $104K and bringing the position to 10,163 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

AE Wealth Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.96M in Q2 2021. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • AE Wealth Management held 10,163 shares of BHP worth $847K as of Q2 2026.
  • AE Wealth Management bought 1,251 BHP shares in Q2 2026, an estimated $104K.
  • BHP made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #980 holding.
  • AE Wealth Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since.
  • AE Wealth Management's BHP position peaked at $3.96M in Q2 2021.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.