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HHM Wealth Advisors’s BHP BHP Stock Holding History

HHM Wealth 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
Q2 		$65.8K Sell
790
-440
-36% -$36.5K 0.01% 345
2026
Q1 		$89.5K Buy
1,230
+230
+23% +$16.3K 0.01% 287
2025
Q4 		$60.4K Hold
1,000
– – 0.01% 334
2025
Q3 		$55.8K Sell
1,000
-200
-17% -$10.6K 0.01% 362
2025
Q2 		$57.7K Hold
1,200
– – 0.01% 353
2025
Q1 		$58.2K Sell
1,200
-100
-8% -$4.98K 0.01% 332
2024
Q4 		$63.5K Hold
1,300
– – 0.01% 319
2024
Q3 		$80.7K Sell
1,300
-600
-32% -$33.1K 0.01% 274
2024
Q2 		$108K Buy
1,900
+1,487
+360% +$86.4K 0.02% 235
2024
Q1 		$23.8K Hold
413
– – ﹤0.01% 390
2023
Q4 		$28.2K Buy
413
+44
+12% +$2.66K ﹤0.01% 369
2023
Q3 		$21K Hold
369
– – ﹤0.01% 393
2023
Q2 		$22K Sell
369
-30
-8% -$1.79K ﹤0.01% 406
2023
Q1 		$25.3K Sell
399
-75
-16% -$4.84K 0.01% 384
2022
Q4 		$29.4K Sell
474
-12
-2% -$675 0.01% 312
2022
Q3 		$24K Buy
486
+70
+17% +$3.71K 0.01% 328
2022
Q2 		$28K Buy
416
+373
+867% +$23.2K 0.01% 367
2022
Q1 		$3K Hold
43
– – ﹤0.01% 645
2021
Q4 		$2K Hold
43
– – ﹤0.01% 625
2021
Q3 		$2K Buy
+43
New +$2.63K ﹤0.01% 588
2020
Q2 		– Sell
-229
Closed -$7K – 486
2020
Q1 		$7K Buy
+229
New +$9.56K ﹤0.01% 373

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HHM Wealth Advisors's BHP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its BHP (BHP) stake by 36% in Q2 2026, selling an estimated $36.5K and leaving 790 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #345.

HHM Wealth Advisors first reported a position in BHP in Q1 2020 and has held it in 21 quarters since. The position peaked at $108K in Q2 2024. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • HHM Wealth Advisors held 790 shares of BHP worth $65.8K as of Q2 2026.
  • HHM Wealth Advisors sold 440 BHP shares in Q2 2026, an estimated $36.5K.
  • BHP made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #345 holding.
  • HHM Wealth Advisors first reported a position in BHP in Q1 2020 and has held it in 21 quarters since.
  • HHM Wealth Advisors's BHP position peaked at $108K in Q2 2024.
  • 822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.