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Garton & Associates Financial Advisors’s BHP BHP Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-428
Closed -$25.8K – 183
2025
Q4 		$25.8K Buy
+428
New +$24.3K 0.01% 556

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garton & Associates Financial Advisors's BHP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of BHP (BHP) in Q1 2026, closing a stake of 428 shares — an estimated $25.8K sold.

Garton & Associates Financial Advisors first reported a position in BHP in Q4 2025 and held it in 1 quarter. The position peaked at $25.8K in Q4 2025. 734 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 428 BHP shares in Q1 2026, an estimated $25.8K.
  • Garton & Associates Financial Advisors first reported a position in BHP in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's BHP position peaked at $25.8K in Q4 2025.
  • 734 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.