Creative Planning’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.1M | Buy |
428,103
+73,793
| +21% | +$5.21M | 0.02% | 304 |
|
|
2025
Q4 | $21.4M | Buy |
354,310
+65,539
| +23% | +$3.72M | 0.02% | 366 |
|
|
2025
Q3 | $16.1M | Buy |
288,771
+106,169
| +58% | +$5.65M | 0.01% | 424 |
|
|
2025
Q2 | $8.78M | Buy |
182,602
+22,683
| +14% | +$1.09M | 0.01% | 548 |
|
|
2025
Q1 | $7.76M | Sell |
159,919
-4,562
| -3% | -$227K | 0.01% | 568 |
|
|
2024
Q4 | $8.03M | Buy |
164,481
+16,983
| +12% | +$923K | 0.01% | 526 |
|
|
2024
Q3 | $9.16M | Sell |
147,498
-5,445
| -4% | -$301K | 0.01% | 462 |
|
|
2024
Q2 | $8.73M | Buy |
152,943
+23,965
| +19% | +$1.39M | 0.01% | 448 |
|
|
2024
Q1 | $7.44M | Sell |
128,978
-8,643
| -6% | -$517K | 0.01% | 483 |
|
|
2023
Q4 | $9.4M | Buy |
137,621
+27,204
| +25% | +$1.64M | 0.02% | 393 |
|
|
2023
Q3 | $6.28M | Sell |
110,417
-2,320
| -2% | -$136K | 0.01% | 463 |
|
|
2023
Q2 | $6.73M | Buy |
112,737
+3,108
| +3% | +$185K | 0.01% | 441 |
|
|
2023
Q1 | $6.95M | Buy |
109,629
+8,297
| +8% | +$535K | 0.01% | 416 |
|
|
2022
Q4 | $6.29M | Buy |
101,332
+4,177
| +4% | +$235K | 0.01% | 432 |
|
|
2022
Q3 | $4.86M | Buy |
97,155
+9,289
| +11% | +$492K | 0.01% | 445 |
|
|
2022
Q2 | $4.94M | Buy |
87,866
+23,773
| +37% | +$1.48M | 0.01% | 454 |
|
|
2022
Q1 | $4.42M | Buy |
64,093
+19,038
| +42% | +$1.16M | 0.01% | 485 |
|
|
2021
Q4 | $2.43M | Sell |
45,055
-14,399
| -24% | -$720K | ﹤0.01% | 632 |
|
|
2021
Q3 | $2.84M | Buy |
59,454
+39,859
| +203% | +$2.43M | 0.01% | 571 |
|
|
2021
Q2 | $1.27M | Sell |
19,595
-16,963
| -46% | -$1.12M | ﹤0.01% | 836 |
|
|
2021
Q1 | $2.26M | Sell |
36,558
-3,921
| -10% | -$252K | ﹤0.01% | 672 |
|
|
2020
Q4 | $2.36M | Buy |
40,479
+4,424
| +12% | +$222K | 0.01% | 605 |
|
|
2020
Q3 | $1.66M | Buy |
36,055
+9,153
| +34% | +$440K | ﹤0.01% | 625 |
|
|
2020
Q2 | $1.19M | Sell |
26,902
-501
| -2% | -$19.6K | ﹤0.01% | 680 |
|
|
2020
Q1 | $897K | Sell |
27,403
-618
| -2% | -$25.8K | ﹤0.01% | 692 |
|
|
2019
Q4 | $1.37M | Sell |
28,021
-3,862
| -12% | -$175K | ﹤0.01% | 658 |
|
|
2019
Q3 | $1.4M | Buy |
31,883
+957
| +3% | +$44.7K | ﹤0.01% | 611 |
|
|
2019
Q2 | $1.6M | Buy |
30,926
+946
| +3% | +$45.7K | 0.01% | 566 |
|
|
2019
Q1 | $1.46M | Sell |
29,980
-1,007
| -3% | -$45.9K | 0.01% | 581 |
|
|
2018
Q4 | $1.33M | Buy |
30,987
+10,130
| +49% | +$424K | 0.01% | 553 |
|
|
2018
Q3 | $927K | Buy |
20,857
+180
| +0.9% | +$7.8K | ﹤0.01% | 798 |
|
|
2018
Q2 | $922K | Sell |
20,677
-248
| -1% | -$10.7K | ﹤0.01% | 788 |
|
|
2018
Q1 | $829K | Buy |
20,925
+5,362
| +34% | +$226K | ﹤0.01% | 834 |
|
|
2017
Q4 | $638K | Buy |
15,563
+723
| +5% | +$27.2K | ﹤0.01% | 932 |
|
|
2017
Q3 | $537K | Buy |
14,840
+611
| +4% | +$22.3K | ﹤0.01% | 1016 |
|
|
2017
Q2 | $452K | Sell |
14,229
-1,209
| -8% | -$38.3K | ﹤0.01% | 1070 |
|
|
2017
Q1 | $500K | Sell |
15,438
-284
| -2% | -$9.81K | ﹤0.01% | 990 |
|
|
2016
Q4 | $502K | Buy |
15,722
+2,733
| +21% | +$88.4K | ﹤0.01% | 919 |
|
|
2016
Q3 | $401K | Buy |
12,989
+1,127
| +10% | +$30.9K | ﹤0.01% | 1010 |
|
|
2016
Q2 | $302K | Sell |
11,862
-2,426
| -17% | -$60.5K | ﹤0.01% | 1041 |
|
|
2016
Q1 | $330K | Sell |
14,288
-877
| -6% | -$18.6K | ﹤0.01% | 940 |
|
|
2015
Q4 | $348K | Sell |
15,165
-3,080
| -17% | -$82.3K | ﹤0.01% | 921 |
|
|
2015
Q3 | $515K | Buy |
18,245
+2,396
| +15% | +$77.8K | ﹤0.01% | 730 |
|
|
2015
Q2 | $576K | Buy |
15,849
+1,784
| +13% | +$72K | 0.01% | 621 |
|
|
2015
Q1 | $553K | Sell |
14,065
-2,728
| -16% | -$111K | 0.01% | 692 |
|
|
2014
Q4 | $672K | Buy |
16,793
+1,300
| +8% | +$60K | 0.01% | 578 |
|
|
2014
Q3 | $771K | Buy |
15,493
+7,427
| +92% | +$432K | 0.01% | 495 |
|
|
2014
Q2 | $467K | Sell |
8,066
-901
| -10% | -$52.9K | 0.01% | 672 |
|
|
2014
Q1 | $514K | Sell |
8,967
-996
| -10% | -$55.8K | 0.01% | 602 |
|
|
2013
Q4 | $575K | Buy |
9,963
+787
| +9% | +$45.5K | 0.01% | 480 |
|
|
2013
Q3 | $516K | Buy |
9,176
+560
| +6% | +$30.5K | 0.01% | 438 |
|
|
2013
Q2 | $420K | Buy |
+8,616
| New | +$478K | 0.01% | 450 |
|
Other funds holding BHP
Creative Planning's BHP Position: Q1 2026 in Review
Creative Planning increased its BHP (BHP) stake by 21% in Q1 2026, buying an estimated $5.21M and bringing the position to 428,103 shares worth $31.1M. The position accounts for 0.02% of the portfolio, ranked #304.
Creative Planning first reported a position in BHP in Q2 2013 and has held it in 52 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.
- Creative Planning held 428,103 shares of BHP worth $31.1M as of Q1 2026.
- Creative Planning bought 73,793 BHP shares in Q1 2026, an estimated $5.21M.
- BHP made up 0.02% of Creative Planning's portfolio in Q1 2026, its #304 holding.
- Creative Planning first reported a position in BHP in Q2 2013 and has held it in 52 quarters since.
- 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.