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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
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
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

Carnegie Lake Advisors's BHP Position: Q1 2026 in Review

Carnegie Lake Advisors held its BHP (BHP) position steady in Q1 2026 at 5,800 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #114.

Carnegie Lake Advisors first reported a position in BHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $516K in Q3 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Carnegie Lake Advisors held 5,800 shares of BHP worth $422K as of Q1 2026.
  • Carnegie Lake Advisors left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.17% of Carnegie Lake Advisors's portfolio in Q1 2026, its #114 holding.
  • Carnegie Lake Advisors first reported a position in BHP in Q3 2024 and has held it in 7 quarters since.
  • Carnegie Lake Advisors's BHP position peaked at $516K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.