AWM
BHP icon

Aprio Wealth Management’s BHP BHP Stock Holding History

Aprio 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 		$653K Buy
8,972
+1,506
+20% +$106K 0.04% 282
2025
Q4 		$451K Buy
7,466
+1,829
+32% +$104K 0.03% 339
2025
Q3 		$314K Buy
+5,637
New +$300K 0.03% 319
2025
Q2 		– Sell
-8,200
Closed -$398K – 415
2025
Q1 		$398K Buy
8,200
+2,195
+37% +$109K 0.05% 212
2024
Q4 		$293K Buy
6,005
+2,180
+57% +$119K 0.04% 221
2024
Q3 		$238K Sell
3,825
-596
-13% -$32.9K 0.04% 235
2024
Q2 		$252K Buy
4,421
+943
+27% +$54.8K 0.05% 198
2024
Q1 		$201K Sell
3,478
-225
-6% -$13.5K 0.04% 228
2023
Q4 		$253K Buy
+3,703
New +$224K 0.06% 160

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

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

Aprio Wealth Management increased its BHP (BHP) stake by 20% in Q1 2026, buying an estimated $106K and bringing the position to 8,972 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #282.

Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Aprio Wealth Management held 8,972 shares of BHP worth $653K as of Q1 2026.
  • Aprio Wealth Management bought 1,506 BHP shares in Q1 2026, an estimated $106K.
  • BHP made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Aprio Wealth Management first reported a position in BHP in Q4 2023 and has held it in 9 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.