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Greenleaf Trust’s BHP BHP Stock Holding History

Greenleaf Trust’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 		$1.74M Buy
20,940
+230
+1% +$19.1K 0.02% 241
2026
Q1 		$1.51M Buy
20,710
+263
+1% +$18.6K 0.01% 253
2025
Q4 		$1.23M Buy
20,447
+36
+0.2% +$2.05K 0.01% 279
2025
Q3 		$1.14M Buy
20,411
+606
+3% +$32.2K 0.01% 295
2025
Q2 		$952K Sell
19,805
-673
-3% -$32.4K 0.01% 324
2025
Q1 		$994K Sell
20,478
-680
-3% -$33.9K 0.01% 327
2024
Q4 		$1.03M Sell
21,158
-2,456
-10% -$134K 0.01% 316
2024
Q3 		$1.47M Buy
23,614
+2,314
+11% +$128K 0.01% 253
2024
Q2 		$1.22M Buy
21,300
+107
+0.5% +$6.22K 0.01% 264
2024
Q1 		$1.22M Buy
21,193
+62
+0.3% +$3.71K 0.01% 264
2023
Q4 		$1.44M Buy
21,131
+296
+1% +$17.9K 0.02% 225
2023
Q3 		$1.19M Buy
20,835
+15
+0.1% +$877 0.01% 235
2023
Q2 		$1.24M Buy
20,820
+53
+0.3% +$3.16K 0.01% 233
2023
Q1 		$1.32M Buy
20,767
+93
+0.4% +$6K 0.01% 231
2022
Q4 		$1.28M Sell
20,674
-74
-0.4% -$4.16K 0.02% 220
2022
Q3 		$1.04M Sell
20,748
-582
-3% -$30.8K 0.02% 237
2022
Q2 		$1.2M Sell
21,330
-5,009
-19% -$311K 0.02% 207
2022
Q1 		$1.81M Sell
26,339
-267
-1% -$16.2K 0.02% 151
2021
Q4 		$1.43M Sell
26,606
-3,114
-10% -$156K 0.02% 179
2021
Q3 		$1.42M Hold
29,720
– – 0.02% 171
2021
Q2 		$1.93M Hold
29,720
– – 0.02% 130
2021
Q1 		$1.84M Sell
29,720
-63
-0.2% -$4.06K 0.02% 125
2020
Q4 		$1.74M Sell
29,783
-298
-1% -$14.9K 0.02% 122
2020
Q3 		$1.39M Buy
30,081
+1,102
+4% +$53K 0.02% 129
2020
Q2 		$1.29M Buy
28,979
+4,124
+17% +$161K 0.02% 130
2020
Q1 		$813K Sell
24,855
-1,519
-6% -$63.4K 0.02% 159
2019
Q4 		$1.29M Sell
26,374
-19,697
-43% -$895K 0.02% 142
2019
Q3 		$2.03M Buy
46,071
+13,151
+40% +$614K 0.03% 98
2019
Q2 		$1.71M Buy
32,920
+220
+0.7% +$10.6K 0.03% 107
2019
Q1 		$1.59M Buy
32,700
+5,410
+20% +$247K 0.03% 112
2018
Q4 		$1.18M Sell
27,290
-10,739
-28% -$450K 0.02% 134
2018
Q3 		$1.69M Buy
38,029
+13,635
+56% +$591K 0.03% 111
2018
Q2 		$1.09M Buy
24,394
+3,545
+17% +$153K 0.02% 146
2018
Q1 		$826K Buy
20,849
+689
+3% +$29K 0.02% 170
2017
Q4 		$827K Buy
20,160
+1,686
+9% +$63.5K 0.02% 176
2017
Q3 		$668K Buy
18,474
+12,165
+193% +$445K 0.01% 187
2017
Q2 		$200K Sell
6,309
-16,428
-72% -$521K ﹤0.01% 347
2017
Q1 		$737K Buy
22,737
+14,812
+187% +$512K 0.02% 129
2016
Q4 		$253K Buy
+7,925
New +$256K 0.01% 197

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

Greenleaf Trust's BHP Position: Q2 2026 in Review

Greenleaf Trust increased its BHP (BHP) stake by 1.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 20,940 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #241.

Greenleaf Trust first reported a position in BHP in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.03M in Q3 2019. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Greenleaf Trust held 20,940 shares of BHP worth $1.74M as of Q2 2026.
  • Greenleaf Trust bought 230 BHP shares in Q2 2026, an estimated $19.1K.
  • BHP made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #241 holding.
  • Greenleaf Trust first reported a position in BHP in Q4 2016 and has held it in 39 quarters since.
  • Greenleaf Trust's BHP position peaked at $2.03M in Q3 2019.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.