Jamison Private Wealth Management’s BHP BHP Stock Holding History

Jamison Private 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	$6.85M	Buy	82,165 +582	+0.7%	+$48.3K	0.69%	47
2026 Q1	$5.93M	Buy	81,583 +488	+0.6%	+$34.5K	0.72%	44
2025 Q4	$4.9M	Sell	81,095 -132	-0.2%	-$7.5K	0.59%	51
2025 Q3	$4.53M	Buy	81,227 +306	+0.4%	+$16.3K	0.57%	52
2025 Q2	$3.89M	Sell	80,921 -227	-0.3%	-$10.9K	0.56%	55
2025 Q1	$3.94M	Buy	81,148 +963	+1%	+$47.9K	0.6%	49
2024 Q4	$3.92M	Buy	80,185 +825	+1%	+$44.8K	0.58%	50
2024 Q3	$4.93M	Buy	79,360 +2,669	+3%	+$147K	0.75%	45
2024 Q2	$4.38M	Sell	76,691 -272	-0.4%	-$15.8K	0.73%	43
2024 Q1	$4.44M	Buy	76,963 +382	+0.5%	+$22.9K	0.75%	43
2023 Q4	$5.23M	Buy	76,581 +152	+0.2%	+$9.18K	0.98%	33
2023 Q3	$4.35M	Buy	+76,429	New	+$4.47M	0.9%	37

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jamison Private Wealth Management's BHP Position: Q2 2026 in Review

Jamison Private Wealth Management increased its BHP (BHP) stake by 0.71% in Q2 2026, buying an estimated $48.3K and bringing the position to 82,165 shares worth $6.85M. The position accounts for 0.69% of the portfolio, ranked #47.

Jamison Private Wealth Management first reported a position in BHP in Q3 2023 and has held it in 12 quarters since. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Jamison Private Wealth Management held 82,165 shares of BHP worth $6.85M as of Q2 2026.
Jamison Private Wealth Management bought 582 BHP shares in Q2 2026, an estimated $48.3K.
BHP made up 0.69% of Jamison Private Wealth Management's portfolio in Q2 2026, its #47 holding.
Jamison Private Wealth Management first reported a position in BHP in Q3 2023 and has held it in 12 quarters since.
821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.