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Benedict Financial Advisors’s BHP BHP Stock Holding History

Benedict Financial Advisors’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 		$593K Sell
7,122
-151
-2% -$12.5K 0.12% 110
2026
Q1 		$529K Buy
7,273
+75
+1% +$5.3K 0.11% 108
2025
Q4 		$435K Hold
7,198
– – 0.09% 112
2025
Q3 		$401K Buy
7,198
+74
+1% +$3.94K 0.09% 111
2025
Q2 		$343K Hold
7,124
– – 0.08% 110
2025
Q1 		$346K Sell
7,124
-903
-11% -$45K 0.08% 111
2024
Q4 		$392K Sell
8,027
-372
-4% -$20.2K 0.1% 107
2024
Q3 		$522K Hold
8,399
– – 0.12% 105
2024
Q2 		$480K Hold
8,399
– – 0.12% 108
2024
Q1 		$485K Buy
8,399
+115
+1% +$6.88K 0.12% 108
2023
Q4 		$566K Hold
8,284
– – 0.15% 101
2023
Q3 		$471K Buy
8,284
+140
+2% +$8.18K 0.14% 104
2023
Q2 		$486K Sell
8,144
-131
-2% -$7.81K 0.13% 101
2023
Q1 		$525K Buy
8,275
+138
+2% +$8.9K 0.15% 100
2022
Q4 		$505K Hold
8,137
– – 0.15% 97
2022
Q3 		$407K Sell
8,137
-30
-0.4% -$1.59K 0.13% 103
2022
Q2 		$459K Sell
8,167
-988
-11% -$61.3K 0.14% 102
2022
Q1 		$631K Buy
+9,155
New +$556K 0.17% 98
2021
Q3 		– Sell
-3,329
Closed -$216K – 125
2021
Q2 		$216K Sell
3,329
-157
-5% -$10.4K 0.06% 127
2021
Q1 		$216K Sell
3,486
-31
-0.9% -$2K 0.06% 125
2020
Q4 		$205K Buy
+3,517
New +$176K 0.07% 105
2020
Q1 		– Sell
-5,568
Closed -$272K – 97
2019
Q4 		$272K Sell
5,568
-839
-13% -$38.1K 0.11% 93
2019
Q3 		$282K Sell
6,407
-26
-0.4% -$1.21K 0.12% 92
2019
Q2 		$333K Hold
6,433
– – 0.14% 90
2019
Q1 		$314K Buy
6,433
+198
+3% +$9.03K 0.14% 92
2018
Q4 		$269K Sell
6,235
-61
-1% -$2.56K 0.13% 94
2018
Q3 		$280K Buy
6,296
+94
+2% +$4.07K 0.13% 93
2018
Q2 		$277K Sell
6,202
-203
-3% -$8.79K 0.14% 89
2018
Q1 		$254K Sell
6,405
-496
-7% -$20.9K 0.13% 94
2017
Q4 		$283K Sell
6,901
-702
-9% -$26.4K 0.14% 95
2017
Q3 		$275K Buy
7,603
+5
+0.1% +$183 0.14% 96
2017
Q2 		$263K Hold
7,598
– – 0.14% 97
2017
Q1 		$246K Sell
7,598
-833
-10% -$28.8K 0.13% 97
2016
Q4 		$269K Sell
8,431
-637
-7% -$20.6K 0.16% 91
2016
Q3 		$282K Sell
9,068
-1,731
-16% -$47.5K 0.16% 87
2016
Q2 		$276K Buy
10,799
+185
+2% +$4.61K 0.16% 86
2016
Q1 		$245K Sell
10,614
-191
-2% -$4.04K 0.15% 89
2015
Q4 		$248K Sell
10,805
-245
-2% -$6.55K 0.16% 86
2015
Q3 		$312K Sell
11,050
-213
-2% -$6.92K 0.22% 77
2015
Q2 		$371K Sell
11,263
-1,138
-9% -$45.9K 0.24% 74
2015
Q1 		$460K Buy
12,401
+686
+6% +$27.8K 0.3% 70
2014
Q4 		$478K Buy
+11,715
New +$540K 0.31% 69

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Benedict Financial Advisors's BHP Position: Q2 2026 in Review

Benedict Financial Advisors reduced its BHP (BHP) stake by 2.1% in Q2 2026, selling an estimated $12.5K and leaving 7,122 shares worth $593K. The position accounts for 0.12% of the portfolio, ranked #110.

Benedict Financial Advisors first reported a position in BHP in Q4 2014 and has held it in 42 quarters since. The position peaked at $631K in Q1 2022. 122 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Benedict Financial Advisors held 7,122 shares of BHP worth $593K as of Q2 2026.
  • Benedict Financial Advisors sold 151 BHP shares in Q2 2026, an estimated $12.5K.
  • BHP made up 0.12% of Benedict Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Benedict Financial Advisors first reported a position in BHP in Q4 2014 and has held it in 42 quarters since.
  • Benedict Financial Advisors's BHP position peaked at $631K in Q1 2022.
  • 122 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.