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Kelleher Financial Advisors’s BHP BHP Stock Holding History

Kelleher Financial 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
Q1 		$315K Hold
6,542
– – 0.08% 157
2025
Q4 		$395K Hold
6,542
– – 0.09% 137
2025
Q3 		$365K Hold
6,542
– – 0.09% 129
2025
Q2 		$315K Buy
6,542
+95
+1% +$4.57K 0.11% 103
2025
Q1 		$313K Buy
+6,447
New +$321K 0.12% 97
2024
Q2 		– Sell
-6,505
Closed -$375K – 112
2024
Q1 		$375K Buy
+6,505
New +$389K 0.16% 88

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

Kelleher Financial Advisors's BHP Position: Q1 2026 in Review

Kelleher Financial Advisors held its BHP (BHP) position steady in Q1 2026 at 6,542 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #157.

Kelleher Financial Advisors first reported a position in BHP in Q1 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Kelleher Financial Advisors held 6,542 shares of BHP worth $315K as of Q1 2026.
  • Kelleher Financial Advisors left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.08% of Kelleher Financial Advisors's portfolio in Q1 2026, its #157 holding.
  • Kelleher Financial Advisors first reported a position in BHP in Q1 2024 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's BHP position peaked at $395K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.