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Empirical Wealth Management’s BHP BHP Stock Holding History

Empirical 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
Q2 		$1.14M Sell
13,699
-766
-5% -$63.6K 0.02% 370
2026
Q1 		$1.05M Buy
14,465
+1,975
+16% +$140K 0.02% 342
2025
Q4 		$754K Buy
12,490
+4,967
+66% +$282K 0.01% 392
2025
Q3 		$419K Buy
7,523
+2,856
+61% +$152K 0.01% 518
2025
Q2 		$224K Buy
+4,667
New +$224K 0.01% 606

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

Empirical Wealth Management's BHP Position: Q2 2026 in Review

Empirical Wealth Management reduced its BHP (BHP) stake by 5.3% in Q2 2026, selling an estimated $63.6K and leaving 13,699 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #370.

Empirical Wealth Management first reported a position in BHP in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Empirical Wealth Management held 13,699 shares of BHP worth $1.14M as of Q2 2026.
  • Empirical Wealth Management sold 766 BHP shares in Q2 2026, an estimated $63.6K.
  • BHP made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Empirical Wealth Management first reported a position in BHP in Q2 2025 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.