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Evelyn Partners Investment Management Services’s BHP BHP Stock Holding History

Evelyn Partners Investment Management 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 		$11.3K Hold
155
– – ﹤0.01% 251
2025
Q4 		$9.36K Hold
155
– – ﹤0.01% 236
2025
Q3 		$8.64K Hold
155
– – ﹤0.01% 240
2025
Q2 		$7.45K Hold
155
– – ﹤0.01% 235
2025
Q1 		$7.57K Hold
155
– – ﹤0.01% 232
2024
Q4 		$7.57K Buy
+155
New +$8.43K ﹤0.01% 237

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 $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn Partners Investment Management Services's BHP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its BHP (BHP) position steady in Q1 2026 at 155 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Evelyn Partners Investment Management Services first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. 731 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Evelyn Partners Investment Management Services held 155 shares of BHP worth $11.3K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its BHP share count unchanged in Q1 2026.
  • BHP made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #251 holding.
  • Evelyn Partners Investment Management Services first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
  • 731 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.