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Cape Investment Advisory’s BHP BHP Stock Holding History

Cape Investment Advisory’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 		– Sell
-240
Closed -$14.5K – 318
2025
Q4 		$14.5K Buy
+240
New +$13.6K ﹤0.01% 673
2025
Q3 		– Sell
-235
Closed -$11.3K – 890
2025
Q2 		$11.3K Sell
235
-139
-37% -$6.68K ﹤0.01% 617
2025
Q1 		$18.1K Sell
374
-369
-50% -$18.4K 0.01% 498
2024
Q4 		$36.3K Buy
743
+1
+0.1% +$54 0.01% 383
2024
Q3 		$46.1K Hold
742
– – 0.02% 331
2024
Q2 		$42.4K Sell
742
-179
-19% -$10.4K 0.02% 316
2024
Q1 		$53.2K Buy
921
+15
+2% +$898 0.02% 301
2023
Q4 		$61.9K Buy
906
+267
+42% +$16.1K 0.03% 308
2023
Q3 		$36.4K Buy
639
+174
+37% +$10.2K 0.02% 345
2023
Q2 		$27.7K Buy
465
+330
+244% +$19.7K 0.02% 384
2023
Q1 		$8.56K Buy
+135
New +$8.7K 0.01% 570

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

Cape Investment Advisory's BHP Position: Q1 2026 in Review

Cape Investment Advisory sold out of BHP (BHP) in Q1 2026, closing a stake of 240 shares — an estimated $14.5K sold.

Cape Investment Advisory first reported a position in BHP in Q1 2023 and held it in 11 quarters. The position peaked at $61.9K in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Cape Investment Advisory reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 240 BHP shares in Q1 2026, an estimated $14.5K.
  • Cape Investment Advisory first reported a position in BHP in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's BHP position peaked at $61.9K in Q4 2023.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.