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Larry Mathis Financial Planning’s BHP BHP Stock Holding History

Larry Mathis Financial Planning’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 		$619K Sell
7,426
-821
-10% -$68.1K 0.47% 55
2026
Q1 		$600K Sell
8,247
-204
-2% -$14.4K 0.54% 45
2025
Q4 		$510K Buy
+8,451
New +$480K 0.45% 62

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Larry Mathis Financial Planning's BHP Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its BHP (BHP) stake by 10% in Q2 2026, selling an estimated $68.1K and leaving 7,426 shares worth $619K. The position accounts for 0.47% of the portfolio, ranked #55.

Larry Mathis Financial Planning first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Larry Mathis Financial Planning held 7,426 shares of BHP worth $619K as of Q2 2026.
  • Larry Mathis Financial Planning sold 821 BHP shares in Q2 2026, an estimated $68.1K.
  • BHP made up 0.47% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Larry Mathis Financial Planning first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.