Carnegie Lake Advisors’s BHP BHP Stock Holding History

Carnegie Lake Advisors’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	$483K	Hold	5,800	–	–	0.18%	108
2026 Q1	$422K	Hold	5,800	–	–	0.17%	114
2025 Q4	$350K	Hold	5,800	–	–	0.13%	126
2025 Q3	$323K	Buy	5,800 +300	+5%	+$16K	0.12%	128
2025 Q2	$264K	Sell	5,500 -3,100	-36%	-$149K	0.1%	134
2025 Q1	$417K	Buy	8,600 +400	+5%	+$19.9K	0.17%	111
2024 Q4	$400K	Sell	8,200 -100	-1%	-$5.44K	0.16%	114
2024 Q3	$516K	Buy	+8,300	New	+$458K	0.2%	99

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

Carnegie Lake Advisors's BHP Position: Q2 2026 in Review

Carnegie Lake Advisors held its BHP (BHP) position steady in Q2 2026 at 5,800 shares worth $483K. The position accounts for 0.18% of the portfolio, ranked #108.

Carnegie Lake Advisors first reported a position in BHP in Q3 2024 and has held it in 8 quarters since. The position peaked at $516K in Q3 2024. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Carnegie Lake Advisors held 5,800 shares of BHP worth $483K as of Q2 2026.
Carnegie Lake Advisors left its BHP share count unchanged in Q2 2026.
BHP made up 0.18% of Carnegie Lake Advisors's portfolio in Q2 2026, its #108 holding.
Carnegie Lake Advisors first reported a position in BHP in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's BHP position peaked at $516K in Q3 2024.
821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.