Aptus Capital Advisors’s BHP BHP Stock Holding History

Aptus Capital Advisors’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	$959K	Buy	13,180 +492	+4%	+$34.8K	0.01%	596
2025 Q4	$766K	Sell	12,688 -489	-4%	-$27.8K	0.01%	633
2025 Q3	$735K	Sell	13,177 -1,986	-13%	-$106K	0.01%	612
2025 Q2	$729K	Sell	15,163 -4,357	-22%	-$209K	0.01%	599
2025 Q1	$947K	Buy	19,520 +5,662	+41%	+$282K	0.01%	520
2024 Q4	$677K	Buy	+13,858	New	+$753K	0.01%	562
2022 Q2	–	Sell	-79,997	Closed	-$5.51M	–	662
2022 Q1	$5.51M	Buy	79,997 +9,489	+13%	+$577K	0.14%	95
2021 Q4	$3.8M	Buy	+70,508	New	+$3.53M	0.11%	116
2019 Q4	–	Sell	-46,297	Closed	-$2.04M	–	506
2019 Q3	$2.04M	Buy	+46,297	New	+$2.16M	0.11%	125

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

Aptus Capital Advisors's BHP Position: Q1 2026 in Review

Aptus Capital Advisors increased its BHP (BHP) stake by 3.9% in Q1 2026, buying an estimated $34.8K and bringing the position to 13,180 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #596.

Aptus Capital Advisors first reported a position in BHP in Q3 2019 and has held it in 9 quarters since. The position peaked at $5.51M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Aptus Capital Advisors held 13,180 shares of BHP worth $959K as of Q1 2026.
Aptus Capital Advisors bought 492 BHP shares in Q1 2026, an estimated $34.8K.
BHP made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #596 holding.
Aptus Capital Advisors first reported a position in BHP in Q3 2019 and has held it in 9 quarters since.
Aptus Capital Advisors's BHP position peaked at $5.51M in Q1 2022.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.