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Kohmann Bosshard Financial Services’s BHP BHP Stock Holding History

Kohmann Bosshard Financial Services’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 		$205K Buy
+2,458
New +$204K 0.02% 221
2025
Q1 		– Sell
-2,608
Closed -$127K – 337
2024
Q4 		$127K Buy
+2,608
New +$142K 0.02% 227
2024
Q1 		– Sell
-3,108
Closed -$212K – 203
2023
Q4 		$212K Buy
+3,108
New +$188K 0.03% 180

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
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Kohmann Bosshard Financial Services's BHP Position: Q2 2026 in Review

Kohmann Bosshard Financial Services opened a new position in BHP (BHP) in Q2 2026: 2,458 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Kohmann Bosshard Financial Services previously reported a position in BHP as recently as Q4 2024.

Kohmann Bosshard Financial Services first reported a position in BHP in Q4 2023 and has held it in 3 quarters since. The position peaked at $212K in Q4 2023. 145 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,458 shares of BHP worth $205K as of Q2 2026.
  • BHP was a new Kohmann Bosshard Financial Services position in Q2 2026.
  • BHP made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #221 holding.
  • Kohmann Bosshard Financial Services first reported a position in BHP in Q4 2023 and has held it in 3 quarters since.
  • Kohmann Bosshard Financial Services's BHP position peaked at $212K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.