D.A. Davidson & Co’s BHP BHP Stock Holding History

D.A. Davidson & Co’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	$2.25M	Sell	26,974 -2,930	-10%	-$243K	0.01%	709
2026 Q1	$2.18M	Sell	29,904 -924	-3%	-$65.3K	0.01%	674
2025 Q4	$1.86M	Sell	30,828 -2,965	-9%	-$168K	0.01%	686
2025 Q3	$1.88M	Sell	33,793 -2,263	-6%	-$120K	0.01%	659
2025 Q2	$1.73M	Sell	36,056 -2,918	-7%	-$140K	0.01%	652
2025 Q1	$1.89M	Sell	38,974 -6,377	-14%	-$318K	0.02%	581
2024 Q4	$2.21M	Sell	45,351 -4,147	-8%	-$225K	0.02%	527
2024 Q3	$3.07M	Sell	49,498 -2,998	-6%	-$166K	0.03%	438
2024 Q2	$3M	Buy	52,496 +11,555	+28%	+$671K	0.03%	426
2024 Q1	$2.36M	Buy	40,941 +236	+0.6%	+$14.1K	0.02%	490
2023 Q4	$2.78M	Sell	40,705 -292	-0.7%	-$17.6K	0.03%	412
2023 Q3	$2.33M	Buy	40,997 +1,018	+3%	+$59.5K	0.03%	432
2023 Q2	$2.39M	Buy	39,979 +214	+0.5%	+$12.8K	0.03%	434
2023 Q1	$2.52M	Sell	39,765 -5,744	-13%	-$370K	0.03%	409
2022 Q4	$2.82M	Buy	45,509 +9,462	+26%	+$532K	0.03%	366
2022 Q3	$1.8M	Buy	36,047 +9,404	+35%	+$498K	0.02%	428
2022 Q2	$1.5M	Buy	26,643 +3,365	+14%	+$209K	0.02%	493
2022 Q1	$1.6M	Sell	23,278 -3,959	-15%	-$241K	0.02%	513
2021 Q4	$1.47M	Buy	27,237 +5,042	+23%	+$252K	0.02%	545
2021 Q3	$1.06M	Buy	22,195 +2,242	+11%	+$137K	0.01%	617
2021 Q2	$1.3M	Buy	19,953 +7,987	+67%	+$528K	0.02%	554
2021 Q1	$741K	Buy	+11,966	New	+$770K	0.01%	677
2020 Q1	–	Sell	-4,518	Closed	-$221K	–	995
2019 Q4	$221K	Buy	+4,518	New	+$205K	﹤0.01%	929
2019 Q3	–	Sell	-4,160	Closed	-$216K	–	1006
2019 Q2	$216K	Sell	4,160 -113	-3%	-$5.46K	﹤0.01%	882
2019 Q1	$206K	Buy	+4,273	New	+$195K	﹤0.01%	1030
2017 Q3	–	Sell	-4,515	Closed	-$143K	–	1169
2017 Q2	$143K	Hold	4,515	–	–	﹤0.01%	1106
2017 Q1	$146K	Sell	4,515 -45	-1%	-$1.55K	﹤0.01%	1075
2016 Q4	$143K	Buy	4,560 +2,223	+95%	+$71.9K	﹤0.01%	1144
2016 Q3	$71K	Sell	2,337 -6,326	-73%	-$174K	﹤0.01%	1370
2016 Q2	$217K	Sell	8,663 -13,112	-60%	-$327K	0.01%	813
2016 Q1	$500K	Buy	21,775 +17,151	+371%	+$363K	0.02%	527
2015 Q4	$104K	Sell	4,624 -4,881	-51%	-$130K	﹤0.01%	1103
2015 Q3	$265K	Sell	9,505 -19	-0.2%	-$617	0.01%	722
2015 Q2	$343K	Sell	9,524 -1,990	-17%	-$80.3K	0.01%	684
2015 Q1	$450K	Buy	11,514 +522	+5%	+$21.2K	0.01%	602
2014 Q4	$438K	Sell	10,992 -1,796	-14%	-$82.8K	0.01%	618
2014 Q3	$635K	Sell	12,788 -177	-1%	-$10.3K	0.02%	526
2014 Q2	$748K	Sell	12,965 -1,811	-12%	-$106K	0.03%	491
2014 Q1	$844K	Sell	14,776 -794	-5%	-$44.5K	0.03%	455
2013 Q4	$895K	Buy	15,570 +884	+6%	+$51.1K	0.03%	431
2013 Q3	$824K	Sell	14,686 -191	-1%	-$10.4K	0.04%	395
2013 Q2	$723K	Buy	+14,877	New	+$825K	0.03%	394

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D.A. Davidson & Co's BHP Position: Q2 2026 in Review

D.A. Davidson & Co reduced its BHP (BHP) stake by 9.8% in Q2 2026, selling an estimated $243K and leaving 26,974 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #709.

D.A. Davidson & Co first reported a position in BHP in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.07M in Q3 2024. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

D.A. Davidson & Co held 26,974 shares of BHP worth $2.25M as of Q2 2026.
D.A. Davidson & Co sold 2,930 BHP shares in Q2 2026, an estimated $243K.
BHP made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #709 holding.
D.A. Davidson & Co first reported a position in BHP in Q2 2013 and has held it in 42 quarters since.
D.A. Davidson & Co's BHP position peaked at $3.07M in Q3 2024.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.