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Bogart Wealth LLC’s BHP BHP Stock Holding History

Bogart Wealth LLC’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 		$3.42K Buy
41
+23
+128% +$1.91K ﹤0.01% 1315
2026
Q1 		$1.31K Hold
18
– – ﹤0.01% 1379
2025
Q4 		$1.09K Sell
18
-185
-91% -$10.5K ﹤0.01% 1303
2025
Q3 		$11.3K Hold
203
– – ﹤0.01% 805
2025
Q2 		$9.76K Sell
203
-283
-58% -$13.6K ﹤0.01% 802
2025
Q1 		$23.6K Buy
486
+1
+0.2% +$50 ﹤0.01% 552
2024
Q4 		$23.7K Sell
485
-650
-57% -$35.3K ﹤0.01% 551
2024
Q3 		$70.5K Hold
1,135
– – ﹤0.01% 351
2024
Q2 		$64.8K Hold
1,135
– – ﹤0.01% 355
2024
Q1 		$65.5K Hold
1,135
– – ﹤0.01% 340
2023
Q4 		$77.5K Hold
1,135
– – ﹤0.01% 297
2023
Q3 		$64.6K Hold
1,135
– – ﹤0.01% 302
2023
Q2 		$67.7K Hold
1,135
– – ﹤0.01% 291
2023
Q1 		$72K Buy
1,135
+185
+19% +$11.9K ﹤0.01% 273
2022
Q4 		$58.9K Hold
950
– – ﹤0.01% 285
2022
Q3 		$48K Buy
950
+200
+27% +$10.6K ﹤0.01% 303
2022
Q2 		$42K Buy
750
+77
+11% +$4.78K ﹤0.01% 303
2022
Q1 		$46K Buy
673
+337
+100% +$20.5K ﹤0.01% 284
2021
Q4 		$18K Buy
336
+168
+100% +$8.4K ﹤0.01% 384
2021
Q3 		$8K Hold
168
– – ﹤0.01% 480
2021
Q2 		$11K Hold
168
– – ﹤0.01% 429
2021
Q1 		$10K Hold
168
– – ﹤0.01% 417
2020
Q4 		$9K Hold
168
– – ﹤0.01% 330
2020
Q3 		$7K Hold
168
– – ﹤0.01% 336
2020
Q2 		$7K Buy
168
+56
+50% +$2.19K ﹤0.01% 319
2020
Q1 		$4K Buy
+112
New +$4.67K ﹤0.01% 334

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bogart Wealth LLC's BHP Position: Q2 2026 in Review

Bogart Wealth LLC increased its BHP (BHP) stake by 128% in Q2 2026, buying an estimated $1.91K and bringing the position to 41 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Bogart Wealth LLC first reported a position in BHP in Q1 2020 and has held it in 26 quarters since. The position peaked at $77.5K in Q4 2023. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Bogart Wealth LLC held 41 shares of BHP worth $3.42K as of Q2 2026.
  • Bogart Wealth LLC bought 23 BHP shares in Q2 2026, an estimated $1.91K.
  • BHP made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1315 holding.
  • Bogart Wealth LLC first reported a position in BHP in Q1 2020 and has held it in 26 quarters since.
  • Bogart Wealth LLC's BHP position peaked at $77.5K in Q4 2023.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.