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Bruce G. Allen Investments’s BHP BHP Stock Holding History

Bruce G. Allen Investments’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 		$96.1K Sell
1,154
-21
-2% -$1.74K 0.06% 159
2026
Q1 		$85.5K Hold
1,175
– – 0.06% 179
2025
Q4 		$70.9K Sell
1,175
-565
-32% -$32.1K 0.05% 209
2025
Q3 		$97K Buy
1,740
+14
+0.8% +$745 0.07% 166
2025
Q2 		$83K Buy
1,726
+349
+25% +$16.8K 0.06% 181
2025
Q1 		$66.8K Buy
1,377
+208
+18% +$10.4K 0.05% 198
2024
Q4 		$57.1K Sell
1,169
-175
-13% -$9.51K 0.05% 229
2024
Q3 		$83.5K Sell
1,344
-161
-11% -$8.89K 0.06% 179
2024
Q2 		$85.9K Buy
1,505
+39
+3% +$2.27K 0.07% 169
2024
Q1 		$84.6K Sell
1,466
-174
-11% -$10.4K 0.07% 175
2023
Q4 		$112K Buy
+1,640
New +$99K 0.1% 133

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

Bruce G. Allen Investments's BHP Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its BHP (BHP) stake by 1.8% in Q2 2026, selling an estimated $1.74K and leaving 1,154 shares worth $96.1K. The position accounts for 0.06% of the portfolio, ranked #159.

Bruce G. Allen Investments first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $112K in Q4 2023. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Bruce G. Allen Investments held 1,154 shares of BHP worth $96.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 21 BHP shares in Q2 2026, an estimated $1.74K.
  • BHP made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #159 holding.
  • Bruce G. Allen Investments first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's BHP position peaked at $112K in Q4 2023.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.