IAA
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Independent Advisor Alliance’s BHP BHP Stock Holding History

Independent Advisor Alliance’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 		$1.14M Sell
15,699
-1,756
-10% -$124K 0.01% 766
2025
Q4 		$1.05M Buy
17,455
+3,000
+21% +$170K 0.03% 456
2025
Q3 		$806K Buy
14,455
+5,371
+59% +$286K 0.02% 490
2025
Q2 		$437K Buy
9,084
+986
+12% +$47.4K 0.01% 625
2025
Q1 		$393K Sell
8,098
-408
-5% -$20.3K 0.01% 583
2024
Q4 		$415K Sell
8,506
-397
-4% -$21.6K 0.01% 1012
2024
Q3 		$553K Sell
8,903
-825
-8% -$45.6K 0.02% 441
2024
Q2 		$555K Sell
9,728
-1,692
-15% -$98.3K 0.02% 438
2024
Q1 		$659K Buy
11,420
+338
+3% +$20.2K 0.02% 400
2023
Q4 		$757K Sell
11,082
-470
-4% -$28.4K 0.03% 353
2023
Q3 		$657K Sell
11,552
-1,932
-14% -$113K 0.03% 361
2023
Q2 		$805K Sell
13,484
-415
-3% -$24.7K 0.04% 333
2023
Q1 		$881K Buy
13,899
+1,599
+13% +$103K 0.04% 305
2022
Q4 		$763 Sell
12,300
-3,178
-21% -$179K ﹤0.01% 317
2022
Q3 		$775K Buy
15,478
+954
+7% +$50.5K 0.05% 292
2022
Q2 		$816K Sell
14,524
-9,446
-39% -$586K 0.05% 298
2022
Q1 		$1.65M Buy
+23,970
New +$1.46M 0.08% 209
2021
Q3 		– Sell
-10,488
Closed -$681K – 637
2021
Q2 		$681K Buy
10,488
+248
+2% +$16.4K 0.04% 322
2021
Q1 		$634K Sell
10,240
-615
-6% -$39.6K 0.04% 324
2020
Q4 		$633K Buy
10,855
+194
+2% +$9.72K 0.04% 302
2020
Q3 		$492K Buy
10,661
+1,027
+11% +$49.4K 0.04% 301
2020
Q2 		$427K Buy
+9,634
New +$377K 0.05% 297

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

Independent Advisor Alliance's BHP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its BHP (BHP) stake by 10% in Q1 2026, selling an estimated $124K and leaving 15,699 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #766.

Independent Advisor Alliance first reported a position in BHP in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.65M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Independent Advisor Alliance held 15,699 shares of BHP worth $1.14M as of Q1 2026.
  • Independent Advisor Alliance sold 1,756 BHP shares in Q1 2026, an estimated $124K.
  • BHP made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #766 holding.
  • Independent Advisor Alliance first reported a position in BHP in Q2 2020 and has held it in 22 quarters since.
  • Independent Advisor Alliance's BHP position peaked at $1.65M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.