JWCA
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J.W. Cole Advisors’s BHP BHP Stock Holding History

J.W. Cole Advisors’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 		$296K Sell
3,552
-81
-2% -$6.72K 0.01% 1283
2026
Q1 		$264K Buy
+3,633
New +$257K 0.01% 658
2025
Q4 		– Sell
-4,353
Closed -$243K – 1473
2025
Q3 		$243K Sell
4,353
-380
-8% -$20.2K ﹤0.01% 1344
2025
Q2 		$228K Buy
+4,733
New +$228K ﹤0.01% 1297
2024
Q4 		– Sell
-3,841
Closed -$239K – 960
2024
Q3 		$239K Sell
3,841
-937
-20% -$51.7K 0.01% 845
2024
Q2 		$273K Buy
4,778
+60
+1% +$3.49K 0.01% 736
2024
Q1 		$273K Sell
4,718
-18
-0.4% -$1.08K 0.01% 721
2023
Q4 		$324K Buy
4,736
+879
+23% +$53.1K 0.02% 619
2023
Q3 		$219K Sell
3,857
-173
-4% -$10.1K 0.02% 656
2023
Q2 		$240K Buy
+4,030
New +$240K 0.02% 647
2022
Q2 		– Sell
-3,796
Closed -$262K – 739
2022
Q1 		$262K Buy
+3,796
New +$231K 0.02% 665

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

J.W. Cole Advisors's BHP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its BHP (BHP) stake by 2.2% in Q2 2026, selling an estimated $6.72K and leaving 3,552 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1283.

J.W. Cole Advisors first reported a position in BHP in Q1 2022 and has held it in 11 quarters since. The position peaked at $324K in Q4 2023. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • J.W. Cole Advisors held 3,552 shares of BHP worth $296K as of Q2 2026.
  • J.W. Cole Advisors sold 81 BHP shares in Q2 2026, an estimated $6.72K.
  • BHP made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1283 holding.
  • J.W. Cole Advisors first reported a position in BHP in Q1 2022 and has held it in 11 quarters since.
  • J.W. Cole Advisors's BHP position peaked at $324K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.