Klingman & Associates’s BHP BHP Stock Holding History

Klingman & Associates’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	$308K	Buy	3,632 +107	+3%	+$9.33K	0.01%	315
2026 Q2	$294K	Buy	3,525 +376	+12%	+$31.2K	0.01%	272
2026 Q1	$229K	Buy	+3,149	New	+$223K	0.01%	309
2024 Q3	–	Sell	-4,482	Closed	-$256K	–	267
2024 Q2	$256K	Buy	4,482 +176	+4%	+$10.2K	0.02%	210
2024 Q1	$248K	Buy	4,306 +17	+0.4%	+$1.02K	0.02%	211
2023 Q4	$293K	Sell	4,289 -57	-1%	-$3.44K	0.02%	187
2023 Q3	$247K	Buy	4,346 +149	+4%	+$8.71K	0.02%	197
2023 Q2	$250K	Sell	4,197 -70	-2%	-$4.17K	0.02%	187
2023 Q1	$271K	Sell	4,267 -66	-2%	-$4.26K	0.02%	161
2022 Q4	$269K	Buy	4,333 +155	+4%	+$8.72K	0.02%	169
2022 Q3	$209K	Buy	+4,178	New	+$221K	0.02%	178

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

Klingman & Associates's BHP Position: Q3 2026 in Review

Klingman & Associates increased its BHP (BHP) stake by 3% in Q3 2026, buying an estimated $9.33K and bringing the position to 3,632 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #315.

Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Klingman & Associates held 3,632 shares of BHP worth $308K as of Q3 2026.
Klingman & Associates bought 107 BHP shares in Q3 2026, an estimated $9.33K.
BHP made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #315 holding.
Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 11 quarters since.
462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.