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Breakwater Investment Management’s BHP BHP Stock Holding History

Breakwater Investment 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 		$20.7K Buy
285
+125
+78% +$8.83K 0.01% 197
2025
Q4 		$9.66K Hold
160
– – ﹤0.01% 232
2025
Q3 		$8.92K Hold
160
– – ﹤0.01% 231
2025
Q2 		$7.7K Hold
160
– – ﹤0.01% 238
2025
Q1 		$7.77K Hold
160
– – ﹤0.01% 234
2024
Q4 		$7.81K Hold
160
– – ﹤0.01% 229
2024
Q3 		$9.94K Hold
160
– – ﹤0.01% 225
2024
Q2 		$9.13K Hold
160
– – ﹤0.01% 229
2024
Q1 		$9.23K Buy
+160
New +$9.58K ﹤0.01% 221

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Breakwater Investment Management's BHP Position: Q1 2026 in Review

Breakwater Investment Management increased its BHP (BHP) stake by 78% in Q1 2026, buying an estimated $8.83K and bringing the position to 285 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Breakwater Investment Management first reported a position in BHP in Q1 2024 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Breakwater Investment Management held 285 shares of BHP worth $20.7K as of Q1 2026.
  • Breakwater Investment Management bought 125 BHP shares in Q1 2026, an estimated $8.83K.
  • BHP made up 0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #197 holding.
  • Breakwater Investment Management first reported a position in BHP in Q1 2024 and has held it in 9 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.