IFWM
BHP icon

Institute for Wealth Management’s BHP BHP Stock Holding History

Institute for 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
Q2 		$59.8K Buy
+718
New +$59.6K 0.01% 827

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Institute for Wealth Management's BHP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BHP (BHP) in Q2 2026: 718 shares worth $59.8K. The stake represents 0.01% of the portfolio and ranks #827 among its holdings.

506 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Institute for Wealth Management held 718 shares of BHP worth $59.8K as of Q2 2026.
  • BHP was a new Institute for Wealth Management position in Q2 2026.
  • BHP made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #827 holding.
  • 506 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.