Chicago Partners Investment Group’s BHP BHP Stock Holding History

Chicago Partners Investment Group’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	$611K	Buy	7,582 +117	+2%	+$8.27K	0.01%	768
2025 Q4	$504K	Buy	7,465 +44	+0.6%	+$2.5K	0.01%	760
2025 Q3	$424K	Sell	7,421 -77	-1%	-$4.1K	0.01%	790
2025 Q2	$415K	Buy	7,498 +275	+4%	+$13.2K	0.01%	680
2025 Q1	$349K	Sell	7,223 -1,189	-14%	-$59.2K	0.01%	637
2024 Q4	$410K	Buy	8,412 +98	+1%	+$5.33K	0.01%	560
2024 Q3	$463K	Buy	8,314 +12	+0.1%	+$663	0.02%	511
2024 Q2	$449K	Sell	8,302 -179	-2%	-$10.4K	0.02%	493
2024 Q1	$498K	Buy	8,481 +444	+6%	+$26.6K	0.02%	448
2023 Q4	$500K	Sell	8,037 -1	-0%	-$60	0.02%	430
2023 Q3	$441K	Buy	8,038 +31	+0.4%	+$1.81K	0.02%	434
2023 Q2	$478K	Hold	8,007	–	–	0.02%	431
2023 Q1	$473K	Buy	8,007 +30	+0.4%	+$1.93K	0.03%	390
2022 Q4	$533K	Hold	7,977	–	–	0.03%	360
2022 Q3	$421K	Buy	7,977 +1,072	+16%	+$56.8K	0.03%	366
2022 Q2	$380K	Sell	6,905 -830	-11%	-$51.5K	0.03%	389
2022 Q1	$440K	Hold	7,735	–	–	0.03%	344
2021 Q4	$471K	Buy	7,735 +6	+0.1%	+$300	0.03%	352
2021 Q3	$380K	Hold	7,729	–	–	0.03%	390
2021 Q2	$545K	Sell	7,729 -28	-0.4%	-$1.85K	0.04%	312
2021 Q1	$524K	Buy	7,757 +5	+0.1%	+$322	0.04%	303
2020 Q4	$496K	Buy	7,752 +36	+0.5%	+$1.8K	0.05%	283
2020 Q3	$341K	Hold	7,716	–	–	0.04%	293
2020 Q2	$374K	Hold	7,716	–	–	0.05%	255
2020 Q1	$275K	Buy	7,716 +262	+4%	+$10.9K	0.04%	265
2019 Q4	$369K	Hold	7,454	–	–	0.05%	247
2019 Q3	$325K	Buy	7,454 +43	+0.6%	+$2.01K	0.05%	251
2019 Q2	$387K	Sell	7,411 -213	-3%	-$10.3K	0.06%	219
2019 Q1	$374K	Buy	7,624 +186	+3%	+$8.48K	0.06%	213
2018 Q4	$315K	Hold	7,438	–	–	0.05%	252
2018 Q3	$294K	Buy	7,438 +180	+2%	+$7.8K	0.04%	242
2018 Q2	$324K	Hold	7,258	–	–	0.05%	222
2018 Q1	$288K	Buy	7,258 +174	+2%	+$7.32K	0.05%	219
2017 Q4	$291K	Hold	7,084	–	–	0.05%	222
2017 Q3	$256K	Buy	7,084 +6,399	+934%	+$234K	0.04%	228
2017 Q2	$22K	Sell	685 -5,912	-90%	-$187K	0.01%	502
2017 Q1	$214K	Sell	6,597 -85	-1%	-$2.94K	0.06%	181
2016 Q4	$213K	Sell	6,682 -284	-4%	-$9.19K	0.08%	159
2016 Q3	$215K	Sell	6,966 -177	-2%	-$4.86K	0.09%	159
2016 Q2	$182K	Sell	7,143 -265	-4%	-$6.6K	0.09%	140
2016 Q1	$171K	Hold	7,408	–	–	0.09%	141
2015 Q4	$170K	Sell	7,408 -247	-3%	-$6.6K	0.08%	173
2015 Q3	$216K	Buy	7,655 +263	+4%	+$8.54K	0.12%	114
2015 Q2	$268K	Sell	7,392 -335	-4%	-$13.5K	0.12%	111
2015 Q1	$309K	Sell	7,727 -1,212	-14%	-$49.2K	0.14%	98
2014 Q4	$358K	Buy	+8,939	New	+$412K	0.15%	84

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Partners Investment Group's BHP Position: Q1 2026 in Review

Chicago Partners Investment Group increased its BHP (BHP) stake by 1.6% in Q1 2026, buying an estimated $8.27K and bringing the position to 7,582 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #768.

Chicago Partners Investment Group first reported a position in BHP in Q4 2014 and has held it in 46 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Chicago Partners Investment Group held 7,582 shares of BHP worth $611K as of Q1 2026.
Chicago Partners Investment Group bought 117 BHP shares in Q1 2026, an estimated $8.27K.
BHP made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #768 holding.
Chicago Partners Investment Group first reported a position in BHP in Q4 2014 and has held it in 46 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.