Aspen Wealth Strategies’s BHP BHP Stock Holding History

Aspen Wealth Strategies’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	$333K	Buy	4,582 +382	+9%	+$27K	0.18%	69
2025 Q4	$254K	Buy	4,200 +43	+1%	+$2.44K	0.14%	78
2025 Q3	$232K	Buy	+4,157	New	+$221K	0.13%	82
2025 Q2	–	Sell	-5,353	Closed	-$260K	–	83
2025 Q1	$260K	Buy	5,353 +124	+2%	+$6.17K	0.17%	72
2024 Q4	$255K	Sell	5,229 -792	-13%	-$43.1K	0.16%	68
2024 Q3	$374K	Buy	6,021 +448	+8%	+$24.7K	0.24%	57
2024 Q2	$318K	Buy	5,573 +465	+9%	+$27K	0.22%	56
2024 Q1	$295K	Sell	5,108 -36	-0.7%	-$2.15K	0.2%	58
2023 Q4	$351K	Hold	5,144	–	–	0.26%	55
2023 Q3	$293K	Buy	+5,144	New	+$301K	0.23%	53

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

Aspen Wealth Strategies's BHP Position: Q1 2026 in Review

Aspen Wealth Strategies increased its BHP (BHP) stake by 9.1% in Q1 2026, buying an estimated $27K and bringing the position to 4,582 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #69.

Aspen Wealth Strategies first reported a position in BHP in Q3 2023 and has held it in 10 quarters since. The position peaked at $374K in Q3 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Aspen Wealth Strategies held 4,582 shares of BHP worth $333K as of Q1 2026.
Aspen Wealth Strategies bought 382 BHP shares in Q1 2026, an estimated $27K.
BHP made up 0.18% of Aspen Wealth Strategies's portfolio in Q1 2026, its #69 holding.
Aspen Wealth Strategies first reported a position in BHP in Q3 2023 and has held it in 10 quarters since.
Aspen Wealth Strategies's BHP position peaked at $374K in Q3 2024.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.