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HB Wealth Management’s BHP BHP Stock Holding History

HB Wealth 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
Q1 		$584K Buy
8,034
+1,834
+30% +$130K ﹤0.01% 903
2025
Q4 		$374K Buy
6,200
+563
+10% +$32K ﹤0.01% 1030
2025
Q3 		$314K Buy
+5,637
New +$300K ﹤0.01% 1048
2024
Q4 		– Sell
-3,629
Closed -$225K – 1081
2024
Q3 		$225K Sell
3,629
-362
-9% -$20K ﹤0.01% 854
2024
Q2 		$228K Sell
3,991
-353
-8% -$20.5K ﹤0.01% 809
2024
Q1 		$251K Buy
4,344
+1,325
+44% +$79.3K ﹤0.01% 718
2023
Q4 		$206K Buy
+3,019
New +$182K ﹤0.01% 737
2023
Q2 		– Sell
-3,562
Closed -$226K – 734
2023
Q1 		$226K Buy
+3,562
New +$230K ﹤0.01% 639

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 $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HB Wealth Management's BHP Position: Q1 2026 in Review

HB Wealth Management increased its BHP (BHP) stake by 30% in Q1 2026, buying an estimated $130K and bringing the position to 8,034 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

HB Wealth Management first reported a position in BHP in Q1 2023 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • HB Wealth Management held 8,034 shares of BHP worth $584K as of Q1 2026.
  • HB Wealth Management bought 1,834 BHP shares in Q1 2026, an estimated $130K.
  • BHP made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #903 holding.
  • HB Wealth Management first reported a position in BHP in Q1 2023 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.