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Essex Financial Services’s BHP BHP Stock Holding History

Essex Financial Services’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 		$309K Sell
4,253
-642
-13% -$45.4K 0.02% 604
2025
Q4 		$295K Sell
4,895
-858
-15% -$48.8K 0.02% 606
2025
Q3 		$321K Buy
5,753
+65
+1% +$3.46K 0.02% 566
2025
Q2 		$274K Buy
5,688
+50
+0.9% +$2.4K 0.02% 578
2025
Q1 		$274K Sell
5,638
-860
-13% -$42.8K 0.02% 516
2024
Q4 		$317K Buy
6,498
+850
+15% +$46.2K 0.02% 478
2024
Q3 		$320K Buy
5,648
+75
+1% +$4.14K 0.02% 475
2024
Q2 		$296K Sell
5,573
-1,015
-15% -$59K 0.02% 481
2024
Q1 		$380K Sell
6,588
-934
-12% -$55.9K 0.04% 374
2023
Q4 		$514K Sell
7,522
-12,208
-62% -$737K 0.05% 301
2023
Q3 		$1.12M Sell
19,730
-1,699
-8% -$99.3K 0.13% 162
2023
Q2 		$1.28M Sell
21,429
-51,958
-71% -$3.1M 0.15% 144
2023
Q1 		$4.65M Buy
73,387
+58,433
+391% +$3.77M 0.49% 52
2022
Q4 		$927K Buy
+14,954
New +$841K 0.1% 189
2022
Q3 		– Sell
-17,290
Closed -$971K – 458
2022
Q2 		$971K Sell
17,290
-34,760
-67% -$2.16M 0.11% 182
2022
Q1 		$3.59M Buy
52,050
+24,312
+88% +$1.48M 0.34% 71
2021
Q4 		$1.49M Buy
27,738
+10,751
+63% +$538K 0.15% 150
2021
Q3 		$811K Sell
16,987
-10,776
-39% -$658K 0.09% 209
2021
Q2 		$1.8M Buy
+27,763
New +$1.84M 0.26% 91

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

Essex Financial Services's BHP Position: Q1 2026 in Review

Essex Financial Services reduced its BHP (BHP) stake by 13% in Q1 2026, selling an estimated $45.4K and leaving 4,253 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #604.

Essex Financial Services first reported a position in BHP in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q1 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Essex Financial Services held 4,253 shares of BHP worth $309K as of Q1 2026.
  • Essex Financial Services sold 642 BHP shares in Q1 2026, an estimated $45.4K.
  • BHP made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #604 holding.
  • Essex Financial Services first reported a position in BHP in Q2 2021 and has held it in 19 quarters since.
  • Essex Financial Services's BHP position peaked at $4.65M in Q1 2023.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.