CIA
BHP icon

Cohen Investment Advisors’s BHP BHP Stock Holding History

Cohen Investment 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 		$5.18M Sell
62,188
-2,580
-4% -$214K 2.32% 13
2026
Q1 		$4.71M Sell
64,768
-81
-0.1% -$5.72K 2.24% 15
2025
Q4 		$3.91M Buy
64,849
+1,072
+2% +$60.9K 1.8% 24
2025
Q3 		$3.56M Buy
63,777
+4,109
+7% +$219K 1.73% 26
2025
Q2 		$2.87M Buy
59,668
+3,554
+6% +$171K 1.5% 32
2025
Q1 		$2.72M Buy
56,114
+6,166
+12% +$307K 1.58% 30
2024
Q4 		$2.44M Sell
49,948
-2,014
-4% -$109K 1.47% 32
2024
Q3 		$3.23M Buy
51,962
+5,515
+12% +$305K 1.97% 19
2024
Q2 		$2.64M Sell
46,447
-1,118
-2% -$65K 2.12% 15
2024
Q1 		$2.74M Buy
47,565
+1,245
+3% +$74.5K 1.78% 26
2023
Q4 		$3.16M Sell
46,320
-127
-0.3% -$7.67K 2.33% 11
2023
Q3 		$2.64M Buy
46,447
+3,195
+7% +$187K 2.12% 15
2023
Q2 		$2.58M Sell
43,252
-2,684
-6% -$160K 2.08% 16
2023
Q1 		$2.91M Sell
45,936
-872
-2% -$56.2K 2.3% 8
2022
Q4 		$2.9M Buy
46,808
+2,996
+7% +$168K 2.42% 12
2022
Q3 		$2.19M Buy
43,812
+1,132
+3% +$59.9K 2.01% 19
2022
Q2 		$2.4M Sell
42,680
-4,987
-10% -$310K 2.05% 18
2022
Q1 		$3.29M Buy
47,667
+132
+0.3% +$8.02K 2.44% 7
2021
Q4 		$2.56M Buy
47,535
+441
+0.9% +$22.1K 1.82% 21
2021
Q3 		$2.25M Buy
47,094
+570
+1% +$34.8K 1.72% 28
2021
Q2 		$3.02M Sell
46,524
-2,652
-5% -$175K 2.35% 15
2021
Q1 		$3.07M Buy
49,176
+2,947
+6% +$190K 2.5% 7
2020
Q4 		$2.69M Buy
+46,229
New +$2.32M 2.43% 7

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cohen Investment Advisors's BHP Position: Q2 2026 in Review

Cohen Investment Advisors reduced its BHP (BHP) stake by 4% in Q2 2026, selling an estimated $214K and leaving 62,188 shares worth $5.18M. The position accounts for 2.32% of the portfolio, ranked #13.

Cohen Investment Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cohen Investment Advisors held 62,188 shares of BHP worth $5.18M as of Q2 2026.
  • Cohen Investment Advisors sold 2,580 BHP shares in Q2 2026, an estimated $214K.
  • BHP made up 2.32% of Cohen Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Cohen Investment Advisors first reported a position in BHP in Q4 2020 and has held it in 23 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.