Belpointe Asset Management’s BHP BHP Stock Holding History

Belpointe Asset 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 Q1	$260K	Buy	3,580 +187	+6%	+$13.2K	0.01%	913
2025 Q4	$205K	Buy	+3,393	New	+$193K	0.01%	965
2023 Q2	–	Sell	-9,212	Closed	-$584K	–	878
2023 Q1	$584K	Buy	9,212 +1,371	+17%	+$88.4K	0.03%	499
2022 Q4	$487K	Sell	7,841 -3	-0%	-$169	0.03%	554
2022 Q3	$393K	Sell	7,844 -144	-2%	-$7.63K	0.03%	593
2022 Q2	$449K	Sell	7,988 -698	-8%	-$43.3K	0.03%	532
2022 Q1	$598K	Buy	8,686 +1,533	+21%	+$93.1K	0.04%	479
2021 Q4	$385K	Sell	7,153 -640	-8%	-$32K	0.02%	611
2021 Q3	$372K	Sell	7,793 -152	-2%	-$9.28K	0.03%	609
2021 Q2	$517K	Buy	7,945 +225	+3%	+$14.9K	0.04%	487
2021 Q1	$478K	Buy	7,720 +12	+0.2%	+$772	0.04%	455
2020 Q4	$450K	Buy	7,708 +3,687	+92%	+$185K	0.04%	430
2020 Q3	$185K	Sell	4,021 -25,291	-86%	-$1.22M	0.02%	577
2020 Q2	$1.3M	Buy	29,312 +25,878	+754%	+$1.01M	0.17%	123
2020 Q1	$113K	Sell	3,434 -8,471	-71%	-$354K	0.02%	575
2019 Q4	$581K	Buy	11,905 +1,915	+19%	+$87K	0.07%	293
2019 Q3	$440K	Buy	9,990 +1,849	+23%	+$86.3K	0.07%	313
2019 Q2	$422K	Buy	8,141 +1,082	+15%	+$52.3K	0.08%	267
2019 Q1	$345K	Sell	7,059 -2,438	-26%	-$111K	0.07%	218
2018 Q4	$409K	Sell	9,497 -269	-3%	-$11.3K	0.1%	209
2018 Q3	$434K	Buy	9,766 +3,742	+62%	+$162K	0.07%	290
2018 Q2	$269K	Hold	6,024	–	–	0.08%	281
2018 Q1	$239K	Buy	+6,024	New	+$253K	0.07%	282

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

Belpointe Asset Management's BHP Position: Q1 2026 in Review

Belpointe Asset Management increased its BHP (BHP) stake by 5.5% in Q1 2026, buying an estimated $13.2K and bringing the position to 3,580 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #913.

Belpointe Asset Management first reported a position in BHP in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.3M in Q2 2020. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Belpointe Asset Management held 3,580 shares of BHP worth $260K as of Q1 2026.
Belpointe Asset Management bought 187 BHP shares in Q1 2026, an estimated $13.2K.
BHP made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #913 holding.
Belpointe Asset Management first reported a position in BHP in Q1 2018 and has held it in 23 quarters since.
Belpointe Asset Management's BHP position peaked at $1.3M in Q2 2020.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.