Avion Wealth’s BHP BHP Stock Holding History

Avion Wealth’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	$7K	Hold	89	–	–	﹤0.01%	683
2026 Q1	$6K	Hold	89	–	–	﹤0.01%	603
2025 Q4	$5K	Hold	89	–	–	﹤0.01%	644
2025 Q3	$4K	Hold	89	–	–	﹤0.01%	681
2025 Q2	$4K	Hold	89	–	–	﹤0.01%	653
2025 Q1	$4K	Hold	89	–	–	﹤0.01%	570
2024 Q4	$4K	Sell	89 -100	-53%	-$5.44K	﹤0.01%	568
2024 Q3	$11K	Hold	189	–	–	﹤0.01%	351
2024 Q2	$10K	Hold	189	–	–	﹤0.01%	328
2024 Q1	$11K	Buy	189 +100	+112%	+$5.99K	﹤0.01%	291
2023 Q4	$6K	Sell	89 -500	-85%	-$30.2K	﹤0.01%	353
2023 Q3	$33K	Hold	589	–	–	0.01%	174
2023 Q2	$35K	Sell	589 -2,500	-81%	-$149K	0.01%	183
2023 Q1	$191K	Buy	3,089 +1,965	+175%	+$127K	0.05%	69
2022 Q4	$56K	Hold	1,124	–	–	0.02%	136
2022 Q3	$56K	Buy	1,124 +1,034	+1,149%	+$54.8K	0.02%	136
2022 Q2	$5K	Buy	+90	New	+$5.59K	﹤0.01%	319

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

Avion Wealth's BHP Position: Q2 2026 in Review

Avion Wealth held its BHP (BHP) position steady in Q2 2026 at 89 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Avion Wealth first reported a position in BHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $191K in Q1 2023. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Avion Wealth held 89 shares of BHP worth $7K as of Q2 2026.
Avion Wealth left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #683 holding.
Avion Wealth first reported a position in BHP in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's BHP position peaked at $191K in Q1 2023.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.