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 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%	-$4.25K	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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Klingman & Associates's BHP Position: Q1 2026 in Review

Klingman & Associates opened a new position in BHP (BHP) in Q1 2026: 3,149 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in BHP as recently as Q2 2024.

Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 9 quarters since. The position peaked at $293K in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Klingman & Associates held 3,149 shares of BHP worth $229K as of Q1 2026.
BHP was a new Klingman & Associates position in Q1 2026.
BHP made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #309 holding.
Klingman & Associates first reported a position in BHP in Q3 2022 and has held it in 9 quarters since.
Klingman & Associates's BHP position peaked at $293K in Q4 2023.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.