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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
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

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

Legacy Wealth Asset Management's BHP Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its BHP (BHP) stake by 57% in Q2 2026, selling an estimated $1.64M and leaving 14,861 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #97.

Legacy Wealth Asset Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.52M in Q1 2026. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Legacy Wealth Asset Management held 14,861 shares of BHP worth $1.24M as of Q2 2026.
  • Legacy Wealth Asset Management sold 19,794 BHP shares in Q2 2026, an estimated $1.64M.
  • BHP made up 0.27% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #97 holding.
  • Legacy Wealth Asset Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's BHP position peaked at $2.52M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.