AMG National Trust Bank’s BHP BHP Stock Holding History

AMG National Trust Bank’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	$357K	Sell	4,911 -373	-7%	-$26.4K	0.01%	404
2025 Q4	$319K	Buy	5,284 +1,161	+28%	+$66K	0.01%	391
2025 Q3	$230K	Buy	+4,123	New	+$219K	0.01%	429
2025 Q2	–	Sell	-5,940	Closed	-$288K	–	447
2025 Q1	$288K	Buy	5,940 +1,046	+21%	+$52.1K	0.01%	382
2024 Q4	$239K	Buy	4,894 +1,427	+41%	+$77.6K	0.01%	416
2024 Q3	$215K	Buy	+3,467	New	+$191K	0.01%	422

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AMG National Trust Bank's BHP Position: Q1 2026 in Review

AMG National Trust Bank reduced its BHP (BHP) stake by 7.1% in Q1 2026, selling an estimated $26.4K and leaving 4,911 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #404.

AMG National Trust Bank first reported a position in BHP in Q3 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

AMG National Trust Bank held 4,911 shares of BHP worth $357K as of Q1 2026.
AMG National Trust Bank sold 373 BHP shares in Q1 2026, an estimated $26.4K.
BHP made up 0.01% of AMG National Trust Bank's portfolio in Q1 2026, its #404 holding.
AMG National Trust Bank first reported a position in BHP in Q3 2024 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.