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 Q3	$7.2M	Buy	84,839 +2,674	+3%	+$233K	0.73%	44
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 $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Jamison Private Wealth Management's BHP Position: Q3 2026 in Review

Jamison Private Wealth Management increased its BHP (BHP) stake by 3.3% in Q3 2026, buying an estimated $233K and bringing the position to 84,839 shares worth $7.2M. The position accounts for 0.73% of the portfolio, ranked #44.

Jamison Private Wealth Management first reported a position in BHP in Q3 2023 and has held it in 13 quarters since. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Jamison Private Wealth Management held 84,839 shares of BHP worth $7.2M as of Q3 2026.
Jamison Private Wealth Management bought 2,674 BHP shares in Q3 2026, an estimated $233K.
BHP made up 0.73% of Jamison Private Wealth Management's portfolio in Q3 2026, its #44 holding.
Jamison Private Wealth Management first reported a position in BHP in Q3 2023 and has held it in 13 quarters since.
462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.