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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
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 $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

BXM Wealth's BHP Position: Q1 2026 in Review

BXM Wealth held its BHP (BHP) position steady in Q1 2026 at 3,375 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #115.

BXM Wealth first reported a position in BHP in Q4 2024 and has held it in 4 quarters since. The position peaked at $286K in Q4 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • BXM Wealth held 3,375 shares of BHP worth $245K as of Q1 2026.
  • BXM Wealth left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.19% of BXM Wealth's portfolio in Q1 2026, its #115 holding.
  • BXM Wealth first reported a position in BHP in Q4 2024 and has held it in 4 quarters since.
  • BXM Wealth's BHP position peaked at $286K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.