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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
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 $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

Bruce G. Allen Investments's BHP Position: Q1 2026 in Review

Bruce G. Allen Investments held its BHP (BHP) position steady in Q1 2026 at 1,175 shares worth $85.5K. The position accounts for 0.06% of the portfolio, ranked #179.

Bruce G. Allen Investments first reported a position in BHP in Q4 2023 and has held it in 10 quarters since. The position peaked at $112K in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Bruce G. Allen Investments held 1,175 shares of BHP worth $85.5K as of Q1 2026.
  • Bruce G. Allen Investments left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #179 holding.
  • Bruce G. Allen Investments first reported a position in BHP in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's BHP position peaked at $112K in Q4 2023.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.