BW
BHP icon

BXM Wealth’s BHP BHP Stock Holding History

BXM Wealth’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 		$294K Buy
3,525
+150
+4% +$12.4K 0.16% 134
2026
Q1 		$245K Hold
3,375
– – 0.19% 115
2025
Q4 		$204K Buy
+3,375
New +$192K 0.16% 120
2025
Q3 		– Sell
-4,205
Closed -$202K – 131
2025
Q2 		$202K Buy
+4,205
New +$202K 0.24% 103
2025
Q1 		– Sell
-5,847
Closed -$286K – 104
2024
Q4 		$286K Buy
+5,847
New +$318K 0.4% 71

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

BXM Wealth's BHP Position: Q2 2026 in Review

BXM Wealth increased its BHP (BHP) stake by 4.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,525 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #134.

BXM Wealth first reported a position in BHP in Q4 2024 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • BXM Wealth held 3,525 shares of BHP worth $294K as of Q2 2026.
  • BXM Wealth bought 150 BHP shares in Q2 2026, an estimated $12.4K.
  • BHP made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #134 holding.
  • BXM Wealth first reported a position in BHP in Q4 2024 and has held it in 5 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.