BWP
BHP icon

Baldwin Wealth Partners’s BHP BHP Stock Holding History

Baldwin Wealth Partners’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 		$229K Hold
2,750
– – 0.02% 215
2026
Q1 		$200K Buy
+2,750
New +$194K 0.01% 220
2023
Q1 		– Sell
-75
Closed -$4.65K – 804
2022
Q4 		$4.65K Buy
+75
New +$4.22K ﹤0.01% 665

Other funds holding BHP

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Baldwin Wealth Partners's BHP Position: Q2 2026 in Review

Baldwin Wealth Partners held its BHP (BHP) position steady in Q2 2026 at 2,750 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #215.

Baldwin Wealth Partners first reported a position in BHP in Q4 2022 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Baldwin Wealth Partners held 2,750 shares of BHP worth $229K as of Q2 2026.
  • Baldwin Wealth Partners left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Baldwin Wealth Partners first reported a position in BHP in Q4 2022 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.