Capital Analysts LLC’s BHP BHP Stock Holding History

Capital Analysts LLC’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	$2K	Hold	24	–	–	﹤0.01%	1457
2026 Q1	$2K	Hold	24	–	–	﹤0.01%	1445
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	1439
2025 Q3	$1K	Buy	24 +1	+4%	+$53	﹤0.01%	1398
2025 Q2	$1K	Hold	23	–	–	﹤0.01%	1337
2025 Q1	$1K	Hold	23	–	–	﹤0.01%	1326
2024 Q4	$1K	Buy	23 +1	+5%	+$54	﹤0.01%	1243
2024 Q3	$1K	Buy	+22	New	+$1.22K	﹤0.01%	1244
2021 Q3	–	Sell	-16	Closed	-$1K	–	988
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	901
2021 Q1	$1K	Buy	+16	New	+$1.03K	﹤0.01%	997
2019 Q1	–	Sell	-235	Closed	-$10K	–	661
2018 Q4	$10K	Hold	235	–	–	﹤0.01%	464
2018 Q3	$10K	Hold	235	–	–	﹤0.01%	444
2018 Q2	$11K	Buy	+235	New	+$10.2K	﹤0.01%	455
2015 Q4	–	Sell	-549	Closed	-$15.5K	–	380
2015 Q3	$15.5K	Sell	549 -1,071	-66%	-$34.8K	﹤0.01%	325
2015 Q2	$58.8K	Sell	1,620 -89	-5%	-$3.59K	0.01%	264
2015 Q1	$67.1K	Buy	1,709 +1,035	+154%	+$42K	0.01%	248
2014 Q4	$27K	Buy	674 +378	+128%	+$17.4K	0.01%	320
2014 Q3	$14.7K	Hold	296	–	–	﹤0.01%	327
2014 Q2	$17.1K	Buy	296 +119	+67%	+$6.99K	﹤0.01%	319
2014 Q1	$10.2K	Buy	+177	New	+$9.92K	﹤0.01%	316

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Analysts LLC's BHP Position: Q2 2026 in Review

Capital Analysts LLC held its BHP (BHP) position steady in Q2 2026 at 24 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Capital Analysts LLC first reported a position in BHP in Q1 2014 and has held it in 20 quarters since. The position peaked at $67.1K in Q1 2015. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Capital Analysts LLC held 24 shares of BHP worth $2K as of Q2 2026.
Capital Analysts LLC left its BHP share count unchanged in Q2 2026.
BHP made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1457 holding.
Capital Analysts LLC first reported a position in BHP in Q1 2014 and has held it in 20 quarters since.
Capital Analysts LLC's BHP position peaked at $67.1K in Q1 2015.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.