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Integrated Wealth Concepts’s BHP BHP Stock Holding History

Integrated Wealth Concepts’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 		$1.04M Buy
14,262
+6,834
+92% +$483K 0.01% 1089
2025
Q4 		$448K Sell
7,428
-6,183
-45% -$351K 0.01% 1150
2025
Q3 		$759K Buy
13,611
+884
+7% +$47K 0.01% 1129
2025
Q2 		$612K Buy
12,727
+1,380
+12% +$66.3K 0.01% 1159
2025
Q1 		$551K Sell
11,347
-4,631
-29% -$231K 0.01% 1101
2024
Q4 		$780K Sell
15,978
-292
-2% -$15.9K 0.01% 931
2024
Q3 		$1.01M Sell
16,270
-173
-1% -$9.55K 0.01% 796
2024
Q2 		$939K Buy
16,443
+1,396
+9% +$81.1K 0.01% 788
2024
Q1 		$868K Sell
15,047
-639
-4% -$38.2K 0.01% 819
2023
Q4 		$1.07M Sell
15,686
-1,092
-7% -$65.9K 0.02% 704
2023
Q3 		$954K Buy
16,778
+836
+5% +$48.9K 0.02% 708
2023
Q2 		$951K Buy
15,942
+405
+3% +$24.2K 0.02% 702
2023
Q1 		$985K Sell
15,537
-16,404
-51% -$1.06M 0.02% 626
2022
Q4 		$1.98M Sell
31,941
-518
-2% -$29.1K 0.05% 318
2022
Q3 		$1.62M Buy
32,459
+1,608
+5% +$85.1K 0.05% 327
2022
Q2 		$1.73M Sell
30,851
-4,658
-13% -$289K 0.05% 311
2022
Q1 		$2.45M Buy
35,509
+2,733
+8% +$166K 0.07% 219
2021
Q4 		$1.76M Buy
32,776
+2,833
+9% +$142K 0.05% 286
2021
Q3 		$1.43M Buy
29,943
+4,095
+16% +$250K 0.05% 308
2021
Q2 		$1.68M Buy
25,848
+1,419
+6% +$93.8K 0.06% 247
2021
Q1 		$1.51M Sell
24,429
-998
-4% -$64.2K 0.06% 230
2020
Q4 		$1.48M Buy
25,427
+2,202
+9% +$110K 0.07% 190
2020
Q3 		$1.07M Buy
23,225
+54
+0.2% +$2.6K 0.07% 207
2020
Q2 		$1.03M Buy
23,171
+3,712
+19% +$145K 0.07% 175
2020
Q1 		$637K Buy
19,459
+3,407
+21% +$142K 0.06% 189
2019
Q4 		$783K Buy
16,052
+6,062
+61% +$275K 0.07% 189
2019
Q3 		$440K Buy
9,990
+2,806
+39% +$131K 0.05% 228
2019
Q2 		$373K Buy
7,184
+3,011
+72% +$145K 0.05% 234
2019
Q1 		$204K Buy
+4,173
New +$190K 0.03% 313

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

Integrated Wealth Concepts's BHP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its BHP (BHP) stake by 92% in Q1 2026, buying an estimated $483K and bringing the position to 14,262 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1089.

Integrated Wealth Concepts first reported a position in BHP in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.45M in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Integrated Wealth Concepts held 14,262 shares of BHP worth $1.04M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,834 BHP shares in Q1 2026, an estimated $483K.
  • BHP made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1089 holding.
  • Integrated Wealth Concepts first reported a position in BHP in Q1 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's BHP position peaked at $2.45M in Q1 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

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