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Jeppson Wealth Management’s BHP BHP Stock Holding History

Jeppson 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
Q1 		$1.29M Buy
17,741
+1,355
+8% +$95.8K 0.4% 62
2025
Q4 		$989K Buy
16,386
+20
+0.1% +$1.14K 0.31% 76
2025
Q3 		$912K Sell
16,366
-166
-1% -$8.83K 0.29% 84
2025
Q2 		$795K Sell
16,532
-6,625
-29% -$318K 0.28% 84
2025
Q1 		$1.12M Sell
23,157
-12,273
-35% -$611K 0.41% 66
2024
Q4 		$1.73M Sell
35,430
-441
-1% -$24K 0.63% 41
2024
Q3 		$2.23M Buy
35,871
+3,430
+11% +$189K 0.8% 28
2024
Q2 		$1.85M Buy
32,441
+833
+3% +$48.4K 0.71% 33
2024
Q1 		$1.82M Buy
31,608
+6,201
+24% +$371K 0.71% 31
2023
Q4 		$1.74M Buy
25,407
+73
+0.3% +$4.41K 0.72% 29
2023
Q3 		$1.44M Buy
25,334
+493
+2% +$28.8K 0.66% 35
2023
Q2 		$1.48M Buy
24,841
+631
+3% +$37.6K 0.65% 37
2023
Q1 		$1.54M Sell
24,210
-196
-0.8% -$12.6K 0.67% 35
2022
Q4 		$1.51M Buy
24,406
+1,072
+5% +$60.3K 0.64% 35
2022
Q3 		$1.17M Buy
23,334
+6,662
+40% +$353K 0.53% 43
2022
Q2 		$937K Buy
16,672
+805
+5% +$50K 0.4% 58
2022
Q1 		$1.09M Sell
15,867
-1
-0% -$61 0.51% 52
2021
Q4 		$854K Buy
15,868
+555
+4% +$27.8K 0.41% 62
2021
Q3 		$731K Buy
15,313
+5,498
+56% +$336K 0.38% 65
2021
Q2 		$637K Sell
9,815
-29
-0.3% -$1.92K 0.35% 69
2021
Q1 		$609K Sell
9,844
-313
-3% -$20.1K 0.36% 64
2020
Q4 		$592K Buy
10,157
+44
+0.4% +$2.21K 0.39% 63
2020
Q3 		$466K Buy
+10,113
New +$487K 0.37% 68

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

Jeppson Wealth Management's BHP Position: Q1 2026 in Review

Jeppson Wealth Management increased its BHP (BHP) stake by 8.3% in Q1 2026, buying an estimated $95.8K and bringing the position to 17,741 shares worth $1.29M. The position accounts for 0.4% of the portfolio, ranked #62.

Jeppson Wealth Management first reported a position in BHP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q3 2024. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Jeppson Wealth Management held 17,741 shares of BHP worth $1.29M as of Q1 2026.
  • Jeppson Wealth Management bought 1,355 BHP shares in Q1 2026, an estimated $95.8K.
  • BHP made up 0.4% of Jeppson Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Jeppson Wealth Management first reported a position in BHP in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's BHP position peaked at $2.23M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.