Avalon Trust’s BHP BHP Stock Holding History

Avalon Trust’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 Q2	$33.3K	Hold	400	–	–	﹤0.01%	325
2026 Q1	$29.1K	Hold	400	–	–	﹤0.01%	341
2025 Q4	$24.1K	Buy	+400	New	+$22.7K	﹤0.01%	343

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avalon Trust's BHP Position: Q2 2026 in Review

Avalon Trust held its BHP (BHP) position steady in Q2 2026 at 400 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Avalon Trust first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Avalon Trust held 400 shares of BHP worth $33.3K as of Q2 2026.
Avalon Trust left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #325 holding.
Avalon Trust first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.