DWM
BHP icon

Dynasty Wealth Management’s BHP BHP Stock Holding History

Dynasty Wealth Management’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 		$1.03M Sell
14,199
-215
-1% -$15.2K 0.01% 182
2025
Q4 		$870K Buy
14,414
+1,057
+8% +$60.1K 0.01% 197
2025
Q3 		$745K Buy
+13,357
New +$711K 0.01% 186
2024
Q2 		– Sell
-12,473
Closed -$720K – 245
2024
Q1 		$720K Buy
+12,473
New +$747K 0.02% 154

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's BHP Position: Q1 2026 in Review

Dynasty Wealth Management reduced its BHP (BHP) stake by 1.5% in Q1 2026, selling an estimated $15.2K and leaving 14,199 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #182.

Dynasty Wealth Management first reported a position in BHP in Q1 2024 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Dynasty Wealth Management held 14,199 shares of BHP worth $1.03M as of Q1 2026.
  • Dynasty Wealth Management sold 215 BHP shares in Q1 2026, an estimated $15.2K.
  • BHP made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #182 holding.
  • Dynasty Wealth Management first reported a position in BHP in Q1 2024 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.