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Avior Wealth Management’s BHP BHP Stock Holding History

Avior 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
Q2 		$346K Sell
4,152
-1,078
-21% -$89.5K 0.01% 614
2026
Q1 		$380K Buy
5,230
+499
+11% +$35.3K 0.01% 609
2025
Q4 		$286K Hold
4,731
– – 0.01% 626
2025
Q3 		$264K Sell
4,731
-632
-12% -$33.6K 0.01% 635
2025
Q2 		$258K Sell
5,363
-5,532
-51% -$266K 0.01% 608
2025
Q1 		$529K Buy
10,895
+5,609
+106% +$279K 0.02% 389
2024
Q4 		$258K Buy
5,286
+110
+2% +$5.98K 0.01% 629
2024
Q3 		$322K Buy
5,176
+5
+0.1% +$276 0.01% 564
2024
Q2 		$295K Sell
5,171
-6,263
-55% -$364K 0.01% 574
2024
Q1 		$660K Buy
11,434
+5,165
+82% +$309K 0.03% 379
2023
Q4 		$428K Sell
6,269
-174
-3% -$10.5K 0.03% 375
2023
Q3 		$367K Buy
6,443
+147
+2% +$8.59K 0.02% 402
2023
Q2 		$376K Buy
6,296
+9
+0.1% +$537 0.02% 410
2023
Q1 		$399K Buy
6,287
+5,466
+666% +$352K 0.03% 407
2022
Q4 		$51K Hold
821
– – ﹤0.01% 624
2022
Q3 		$41K Buy
821
+21
+3% +$1.11K ﹤0.01% 631
2022
Q2 		$44K Buy
800
+239
+43% +$14.8K ﹤0.01% 587
2022
Q1 		$38K Buy
+561
New +$34.1K ﹤0.01% 631
2019
Q1 		– Sell
-188
Closed -$8K – 650
2018
Q4 		$8K Buy
+188
New +$7.88K ﹤0.01% 581

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Avior Wealth Management's BHP Position: Q2 2026 in Review

Avior Wealth Management reduced its BHP (BHP) stake by 21% in Q2 2026, selling an estimated $89.5K and leaving 4,152 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #614.

Avior Wealth Management first reported a position in BHP in Q4 2018 and has held it in 19 quarters since. The position peaked at $660K in Q1 2024. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Avior Wealth Management held 4,152 shares of BHP worth $346K as of Q2 2026.
  • Avior Wealth Management sold 1,078 BHP shares in Q2 2026, an estimated $89.5K.
  • BHP made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Avior Wealth Management first reported a position in BHP in Q4 2018 and has held it in 19 quarters since.
  • Avior Wealth Management's BHP position peaked at $660K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.