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Legacy Wealth Asset Management’s BHP BHP Stock Holding History

Legacy Wealth Asset 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
Q3 		$2.77M Buy
32,654
+17,793
+120% +$1.55M 0.61% 27
2026
Q2 		$1.24M Sell
14,861
-19,794
-57% -$1.64M 0.27% 97
2026
Q1 		$2.52M Buy
34,655
+8,716
+34% +$616K 0.61% 23
2025
Q4 		$1.57M Sell
25,939
-4,420
-15% -$251K 0.38% 60
2025
Q3 		$1.69M Sell
30,359
-253
-0.8% -$13.5K 0.41% 52
2025
Q2 		$1.47M Sell
30,612
-7,469
-20% -$359K 0.37% 67
2025
Q1 		$1.85M Buy
38,081
+6,535
+21% +$325K 0.51% 44
2024
Q4 		$1.54M Sell
31,546
-5,794
-16% -$315K 0.42% 59
2024
Q3 		$2.32M Sell
37,340
-952
-2% -$52.6K 0.62% 30
2024
Q2 		$2.19M Buy
38,292
+3,038
+9% +$177K 0.62% 33
2024
Q1 		$2.03M Buy
35,254
+1,575
+5% +$94.3K 0.57% 40
2023
Q4 		$2.3M Buy
33,679
+255
+0.8% +$15.4K 0.75% 16
2023
Q3 		$1.9M Buy
33,424
+11,459
+52% +$670K 0.7% 25
2023
Q2 		$1.31M Buy
21,965
+202
+0.9% +$12K 0.46% 58
2023
Q1 		$1.38M Buy
21,763
+1,324
+6% +$85.4K 0.5% 51
2022
Q4 		$1.27M Sell
20,439
-7,574
-27% -$426K 0.48% 54
2022
Q3 		$1.4M Sell
28,013
-10,138
-27% -$537K 0.61% 33
2022
Q2 		$2.14M Buy
38,151
+6,557
+21% +$407K 0.87% 16
2022
Q1 		$2.18M Buy
31,594
+7,109
+29% +$432K 0.78% 17
2021
Q4 		$1.32M Buy
24,485
+11,967
+96% +$599K 0.45% 49
2021
Q3 		$598K Buy
12,518
+322
+3% +$19.7K 0.27% 145
2021
Q2 		$792K Sell
12,196
-213
-2% -$14.1K 0.35% 113
2021
Q1 		$768K Buy
+12,409
New +$799K 0.35% 108

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management's BHP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its BHP (BHP) stake by 120% in Q3 2026, buying an estimated $1.55M and bringing the position to 32,654 shares worth $2.77M. The position accounts for 0.61% of the portfolio, ranked #27.

Legacy Wealth Asset Management first reported a position in BHP in Q1 2021 and has held it in 23 quarters since. 74 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Legacy Wealth Asset Management held 32,654 shares of BHP worth $2.77M as of Q3 2026.
  • Legacy Wealth Asset Management bought 17,793 BHP shares in Q3 2026, an estimated $1.55M.
  • BHP made up 0.61% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #27 holding.
  • Legacy Wealth Asset Management first reported a position in BHP in Q1 2021 and has held it in 23 quarters since.
  • 74 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.