Albert D. Mason Inc
BHP icon

Albert D. Mason Inc’s BHP BHP Stock Holding History

Albert D. Mason Inc’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 		$1.01M Hold
11,865
– – 0.61% 63
2026
Q2 		$988K Sell
11,865
-77
-0.6% -$6.39K 0.56% 66
2026
Q1 		$869K Sell
11,942
-130
-1% -$9.19K 0.56% 71
2025
Q4 		$729K Sell
12,072
-33
-0.3% -$1.88K 0.48% 74
2025
Q3 		$675K Hold
12,105
– – 0.44% 81
2025
Q2 		$582K Buy
12,105
+34
+0.3% +$1.63K 0.42% 85
2025
Q1 		$586K Buy
12,071
+320
+3% +$15.9K 0.4% 90
2024
Q4 		$574K Sell
11,751
-36
-0.3% -$1.96K 0.38% 90
2024
Q3 		$732K Hold
11,787
– – 0.47% 84
2024
Q2 		$673K Sell
11,787
-30
-0.3% -$1.74K 0.45% 86
2024
Q1 		$682K Sell
11,817
-586
-5% -$35.1K 0.42% 87
2023
Q4 		$847K Sell
12,403
-50
-0.4% -$3.02K 0.56% 76
2023
Q3 		$708K Buy
12,453
+136
+1% +$7.95K 0.51% 84
2023
Q2 		$735K Buy
12,317
+1,250
+11% +$74.5K 0.5% 85
2023
Q1 		$702K Buy
11,067
+18
+0.2% +$1.16K 0.49% 88
2022
Q4 		$686K Sell
11,049
-50
-0.5% -$2.81K 0.49% 90
2022
Q3 		$555K Buy
11,099
+177
+2% +$9.37K 0.44% 95
2022
Q2 		$614K Sell
10,922
-1,288
-11% -$80K 0.46% 95
2022
Q1 		$841K Buy
+12,210
New +$742K 0.54% 84

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Albert D. Mason Inc's BHP Position: Q3 2026 in Review

Albert D. Mason Inc held its BHP (BHP) position steady in Q3 2026 at 11,865 shares worth $1.01M. The position accounts for 0.61% of the portfolio, ranked #63.

Albert D. Mason Inc first reported a position in BHP in Q1 2022 and has held it in 19 quarters since. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Albert D. Mason Inc held 11,865 shares of BHP worth $1.01M as of Q3 2026.
  • Albert D. Mason Inc left its BHP share count unchanged in Q3 2026.
  • BHP made up 0.61% of Albert D. Mason Inc's portfolio in Q3 2026, its #63 holding.
  • Albert D. Mason Inc first reported a position in BHP in Q1 2022 and has held it in 19 quarters since.
  • 462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Albert D. Mason Inc's 13F filing for Q3 2026, filed 27 Oct 2026.