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Financial Management Professionals’s BHP BHP Stock Holding History

Financial Management Professionals’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 		$581K Buy
6,970
+13
+0.2% +$1.08K 0.06% 109
2026
Q1 		$506K Buy
6,957
+520
+8% +$36.7K 0.06% 102
2025
Q4 		$389K Buy
6,437
+19
+0.3% +$1.08K 0.04% 117
2025
Q3 		$358K Buy
6,418
+185
+3% +$9.84K 0.04% 121
2025
Q2 		$300K Sell
6,233
-25
-0.4% -$1.2K 0.03% 128
2025
Q1 		$304K Sell
6,258
-244
-4% -$12.1K 0.04% 117
2024
Q4 		$317K Buy
6,502
+932
+17% +$50.7K 0.04% 126
2024
Q3 		$346K Sell
5,570
-23
-0.4% -$1.27K 0.04% 114
2024
Q2 		$319K Buy
5,593
+541
+11% +$31.4K 0.04% 114
2024
Q1 		$291K Buy
5,052
+659
+15% +$39.4K 0.04% 125
2023
Q4 		$300K Buy
4,393
+616
+16% +$37.2K 0.05% 96
2023
Q3 		$215K Sell
3,777
-557
-13% -$32.6K 0.04% 110
2023
Q2 		$259K Buy
4,334
+390
+10% +$23.3K 0.04% 107
2023
Q1 		$250K Buy
3,944
+376
+11% +$24.2K 0.05% 107
2022
Q4 		$221K Buy
3,568
+541
+18% +$30.4K 0.05% 108
2022
Q3 		$151K Buy
3,027
+155
+5% +$8.21K 0.03% 122
2022
Q2 		$161K Buy
2,872
+112
+4% +$6.95K 0.04% 111
2022
Q1 		$190K Buy
2,760
+2,559
+1,273% +$155K 0.04% 105
2021
Q4 		$11K Buy
201
+43
+27% +$2.15K ﹤0.01% 458
2021
Q3 		$8K Buy
158
+28
+22% +$1.71K ﹤0.01% 510
2021
Q2 		$8K Hold
130
– – ﹤0.01% 427
2021
Q1 		$8K Hold
130
– – ﹤0.01% 403
2020
Q4 		$8K Buy
130
+11
+9% +$551 ﹤0.01% 391
2020
Q3 		$5K Hold
119
– – ﹤0.01% 394
2020
Q2 		$5K Buy
+119
New +$4.66K ﹤0.01% 378

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

Financial Management Professionals's BHP Position: Q2 2026 in Review

Financial Management Professionals increased its BHP (BHP) stake by 0.19% in Q2 2026, buying an estimated $1.08K and bringing the position to 6,970 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #109.

Financial Management Professionals first reported a position in BHP in Q2 2020 and has held it in 25 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Financial Management Professionals held 6,970 shares of BHP worth $581K as of Q2 2026.
  • Financial Management Professionals bought 13 BHP shares in Q2 2026, an estimated $1.08K.
  • BHP made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #109 holding.
  • Financial Management Professionals first reported a position in BHP in Q2 2020 and has held it in 25 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.