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Callan Family Office’s BHP BHP Stock Holding History

Callan Family Office’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 		$6.92M Buy
95,126
+8,797
+10% +$622K 0.16% 141
2025
Q4 		$5.21M Buy
86,329
+7,968
+10% +$453K 0.11% 186
2025
Q3 		$4.37M Sell
78,361
-13,192
-14% -$702K 0.14% 157
2025
Q2 		$4.4M Buy
91,553
+42,492
+87% +$2.04M 0.14% 168
2025
Q1 		$2.38M Sell
49,061
-4,415
-8% -$220K 0.18% 115
2024
Q4 		$2.61M Buy
+53,476
New +$2.91M 0.17% 117

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

Callan Family Office's BHP Position: Q1 2026 in Review

Callan Family Office increased its BHP (BHP) stake by 10% in Q1 2026, buying an estimated $622K and bringing the position to 95,126 shares worth $6.92M. The position accounts for 0.16% of the portfolio, ranked #141.

Callan Family Office first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Callan Family Office held 95,126 shares of BHP worth $6.92M as of Q1 2026.
  • Callan Family Office bought 8,797 BHP shares in Q1 2026, an estimated $622K.
  • BHP made up 0.16% of Callan Family Office's portfolio in Q1 2026, its #141 holding.
  • Callan Family Office first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.