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Albion Financial Group’s BHP BHP Stock Holding History

Albion Financial Group’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 		– Sell
-250
Closed -$15.1K – 740
2025
Q4 		$15.1K Buy
+250
New +$14.2K ﹤0.01% 364
2025
Q2 		– Sell
-73
Closed -$3.54K – 590
2025
Q1 		$3.54K Hold
73
– – ﹤0.01% 444
2024
Q4 		$3.56K Buy
+73
New +$3.97K ﹤0.01% 502
2022
Q1 		– Sell
-561
Closed -$30K – 596
2021
Q4 		$30K Hold
561
– – ﹤0.01% 321
2021
Q3 		$27K Hold
561
– – ﹤0.01% 301
2021
Q2 		$36K Buy
+561
New +$37.1K ﹤0.01% 281
2020
Q4 		$33K Buy
+561
New +$28.1K ﹤0.01% 272
2013
Q4 		– Sell
-3,627
Closed -$204K – 172
2013
Q3 		$204K Buy
+3,627
New +$197K 0.04% 157

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Albion Financial Group's BHP Position: Q1 2026 in Review

Albion Financial Group sold out of BHP (BHP) in Q1 2026, closing a stake of 250 shares — an estimated $15.1K sold.

Albion Financial Group first reported a position in BHP in Q3 2013 and held it in 8 quarters. The position peaked at $204K in Q3 2013. 737 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Albion Financial Group reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Albion Financial Group sold 250 BHP shares in Q1 2026, an estimated $15.1K.
  • Albion Financial Group first reported a position in BHP in Q3 2013 and held it in 8 quarters.
  • Albion Financial Group's BHP position peaked at $204K in Q3 2013.
  • 737 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.