Harmony Asset Management
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Harmony Asset Management’s BHP BHP Stock Holding History

Harmony Asset Management’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
Q3 		$620K Sell
7,309
-44
-0.6% -$3.84K 0.16% 113
2026
Q2 		$613K Sell
7,353
-113
-2% -$9.38K 0.16% 113
2026
Q1 		$543K Buy
7,466
+1,883
+34% +$133K 0.17% 116
2025
Q4 		$337K Buy
5,583
+760
+16% +$43.2K 0.11% 137
2025
Q3 		$269K Buy
4,823
+2
+0% +$106 0.09% 146
2025
Q2 		$232K Sell
4,821
-453
-9% -$21.8K 0.09% 160
2025
Q1 		$256K Buy
5,274
+1
+0% +$50 0.11% 140
2024
Q4 		$257K Buy
5,273
+2
+0% +$109 0.1% 144
2024
Q3 		$327K Sell
5,271
-85
-2% -$4.69K 0.12% 129
2024
Q2 		$306K Buy
+5,356
New +$311K 0.13% 127

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Harmony Asset Management's BHP Position: Q3 2026 in Review

Harmony Asset Management reduced its BHP (BHP) stake by 0.6% in Q3 2026, selling an estimated $3.84K and leaving 7,309 shares worth $620K. The position accounts for 0.16% of the portfolio, ranked #113.

Harmony Asset Management first reported a position in BHP in Q2 2024 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Harmony Asset Management held 7,309 shares of BHP worth $620K as of Q3 2026.
  • Harmony Asset Management sold 44 BHP shares in Q3 2026, an estimated $3.84K.
  • BHP made up 0.16% of Harmony Asset Management's portfolio in Q3 2026, its #113 holding.
  • Harmony Asset Management first reported a position in BHP in Q2 2024 and has held it in 10 quarters since.
  • 210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.