CH
BHP icon

Cromwell Holdings’s BHP BHP Stock Holding History

Cromwell Holdings’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 		$418K Hold
5,015
– – 0.19% 93
2026
Q1 		$365K Hold
5,015
– – 0.21% 100
2025
Q4 		$303K Buy
5,015
+810
+19% +$46K 0.17% 117
2025
Q3 		$234K Buy
4,205
+1,681
+67% +$89.4K 0.13% 148
2025
Q2 		$121K Sell
2,524
-2,218
-47% -$107K 0.07% 266
2025
Q1 		$230K Sell
4,742
-824
-15% -$41K 0.15% 130
2024
Q4 		$272K Buy
5,566
+36
+0.7% +$1.96K 0.16% 111
2024
Q3 		$343K Buy
5,530
+298
+6% +$16.5K 0.22% 91
2024
Q2 		$299K Buy
+5,232
New +$304K 0.18% 101

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Cromwell Holdings's BHP Position: Q2 2026 in Review

Cromwell Holdings held its BHP (BHP) position steady in Q2 2026 at 5,015 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #93.

Cromwell Holdings first reported a position in BHP in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Cromwell Holdings held 5,015 shares of BHP worth $418K as of Q2 2026.
  • Cromwell Holdings left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.19% of Cromwell Holdings's portfolio in Q2 2026, its #93 holding.
  • Cromwell Holdings first reported a position in BHP in Q2 2024 and has held it in 9 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.