IC
BHP icon

IEQ Capital’s BHP BHP Stock Holding History

IEQ Capital’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 		$4.06M Buy
55,775
+5,575
+11% +$394K 0.02% 551
2025
Q4 		$3.03M Buy
50,200
+6,107
+14% +$347K 0.01% 666
2025
Q3 		$2.46M Buy
44,093
+26,762
+154% +$1.42M 0.01% 695
2025
Q2 		$833K Buy
17,331
+6,808
+65% +$327K 0.01% 923
2025
Q1 		$511K Sell
10,523
-1,288
-11% -$64.1K ﹤0.01% 972
2024
Q4 		$577K Buy
11,811
+2,279
+24% +$124K 0.01% 800
2024
Q3 		$592K Sell
9,532
-1,433
-13% -$79.1K 0.01% 698
2024
Q2 		$626K Buy
10,965
+1,202
+12% +$69.8K 0.01% 588
2024
Q1 		$563K Buy
9,763
+396
+4% +$23.7K 0.01% 588
2023
Q4 		$640K Buy
9,367
+2,449
+35% +$148K 0.01% 517
2023
Q3 		$393K Sell
6,918
-44
-0.6% -$2.57K 0.01% 642
2023
Q2 		$415K Buy
6,962
+1,270
+22% +$75.7K 0.01% 593
2023
Q1 		$361K Sell
5,692
-596
-9% -$38.4K 0.01% 669
2022
Q4 		$390K Sell
6,288
-593
-9% -$33.4K 0.01% 565
2022
Q3 		$344K Sell
6,881
-761
-10% -$40.3K 0.01% 630
2022
Q2 		$429K Buy
7,642
+2,485
+48% +$154K 0.01% 512
2022
Q1 		$355K Buy
5,157
+1,386
+37% +$84.2K 0.01% 595
2021
Q4 		$203K Buy
+3,771
New +$189K ﹤0.01% 692

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

IEQ Capital's BHP Position: Q1 2026 in Review

IEQ Capital increased its BHP (BHP) stake by 11% in Q1 2026, buying an estimated $394K and bringing the position to 55,775 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #551.

IEQ Capital first reported a position in BHP in Q4 2021 and has held it in 18 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • IEQ Capital held 55,775 shares of BHP worth $4.06M as of Q1 2026.
  • IEQ Capital bought 5,575 BHP shares in Q1 2026, an estimated $394K.
  • BHP made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #551 holding.
  • IEQ Capital first reported a position in BHP in Q4 2021 and has held it in 18 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.