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Keudell/Morrison Wealth Management’s BHP BHP Stock Holding History

Keudell/Morrison 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 		$267K Hold
3,200
– – 0.05% 209
2026
Q1 		$233K Buy
+3,200
New +$226K 0.05% 214

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Keudell/Morrison Wealth Management's BHP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its BHP (BHP) position steady in Q2 2026 at 3,200 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #209.

Keudell/Morrison Wealth Management first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,200 shares of BHP worth $267K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Keudell/Morrison Wealth Management first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.