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Alpine Bank Wealth Management’s BHP BHP Stock Holding History

Alpine Bank 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 		– Sell
-4,000
Closed -$241K – 162
2025
Q4 		$241K Hold
4,000
– – 0.03% 142
2025
Q3 		$223K Hold
4,000
– – 0.03% 148
2025
Q2 		$192K Buy
4,000
+3,442
+617% +$165K 0.03% 147
2025
Q1 		$27.1K Buy
+558
New +$27.8K ﹤0.01% 286
2024
Q3 		$34.7K Buy
+558
New +$30.8K 0.01% 299

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

Alpine Bank Wealth Management's BHP Position: Q1 2026 in Review

Alpine Bank Wealth Management sold out of BHP (BHP) in Q1 2026, closing a stake of 4,000 shares — an estimated $241K sold.

Alpine Bank Wealth Management first reported a position in BHP in Q3 2024 and held it in 5 quarters. The position peaked at $241K in Q4 2025. 737 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Alpine Bank Wealth Management reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 4,000 BHP shares in Q1 2026, an estimated $241K.
  • Alpine Bank Wealth Management first reported a position in BHP in Q3 2024 and held it in 5 quarters.
  • Alpine Bank Wealth Management's BHP position peaked at $241K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.