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IHT Wealth Management’s BHP BHP Stock Holding History

IHT 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 		$520K Sell
7,145
-867
-11% -$61.3K 0.01% 811
2025
Q4 		$484K Sell
8,012
-329
-4% -$18.7K 0.01% 780
2025
Q3 		$465K Sell
8,341
-370
-4% -$19.7K 0.01% 764
2025
Q2 		$419K Sell
8,711
-4,649
-35% -$223K 0.01% 762
2025
Q1 		$649K Buy
13,360
+2,392
+22% +$119K 0.02% 592
2024
Q4 		$536K Sell
10,968
-5,733
-34% -$312K 0.02% 660
2024
Q3 		$1.04M Buy
16,701
+10,760
+181% +$594K 0.03% 492
2024
Q2 		$339K Buy
5,941
+340
+6% +$19.8K 0.01% 754
2024
Q1 		$323K Buy
5,601
+11
+0.2% +$658 0.01% 774
2023
Q4 		$382K Sell
5,590
-710
-11% -$42.9K 0.02% 687
2023
Q3 		$358K Buy
6,300
+612
+11% +$35.8K 0.02% 661
2023
Q2 		$339K Buy
5,688
+38
+0.7% +$2.27K 0.02% 676
2023
Q1 		$358K Buy
5,650
+1,462
+35% +$94.3K 0.02% 628
2022
Q4 		$260K Sell
4,188
-2,491
-37% -$140K 0.02% 713
2022
Q3 		$334K Buy
6,679
+3,126
+88% +$166K 0.03% 583
2022
Q2 		$200K Sell
3,553
-430
-11% -$26.7K 0.02% 665
2022
Q1 		$274K Buy
+3,983
New +$242K 0.02% 601
2021
Q2 		– Sell
-3,374
Closed -$209K – 948
2021
Q1 		$209K Sell
3,374
-988
-23% -$63.6K 0.02% 760
2020
Q4 		$254K Buy
+4,362
New +$219K 0.02% 615
2018
Q2 		– Sell
-15
Closed -$1K – 514
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1570
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1560
2017
Q3 		$1K Sell
15
-1,594
-99% -$58.3K ﹤0.01% 1286
2017
Q2 		$89 Buy
1,609
+449
+39% +$14.2K 0.04% 362
2017
Q1 		$38K Sell
1,160
-96
-8% -$3.32K 0.03% 488
2016
Q4 		$41K Buy
+1,256
New +$40.6K 0.03% 425

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

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

IHT Wealth Management reduced its BHP (BHP) stake by 11% in Q1 2026, selling an estimated $61.3K and leaving 7,145 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #811.

IHT Wealth Management first reported a position in BHP in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.04M in Q3 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • IHT Wealth Management held 7,145 shares of BHP worth $520K as of Q1 2026.
  • IHT Wealth Management sold 867 BHP shares in Q1 2026, an estimated $61.3K.
  • BHP made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #811 holding.
  • IHT Wealth Management first reported a position in BHP in Q4 2016 and has held it in 25 quarters since.
  • IHT Wealth Management's BHP position peaked at $1.04M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.