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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's BHP Position: Q1 2026 in Review

AE Wealth Management reduced its BHP (BHP) stake by 3.4% in Q1 2026, selling an estimated $22.3K and leaving 8,912 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

AE Wealth Management first reported a position in BHP in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.96M in Q2 2021. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • AE Wealth Management held 8,912 shares of BHP worth $648K as of Q1 2026.
  • AE Wealth Management sold 315 BHP shares in Q1 2026, an estimated $22.3K.
  • BHP made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #987 holding.
  • AE Wealth Management first reported a position in BHP in Q1 2021 and has held it in 21 quarters since.
  • AE Wealth Management's BHP position peaked at $3.96M in Q2 2021.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.