Lodestone Wealth Management’s BHP BHP Stock Holding History

Lodestone Wealth 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	$24.2K	Hold	290	–	–	0.01%	391
2026 Q1	$21.1K	Buy	290 +279	+2,536%	+$19.7K	0.01%	407
2025 Q4	$664	Buy	+11	New	+$625	﹤0.01%	758

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lodestone Wealth Management's BHP Position: Q2 2026 in Review

Lodestone Wealth Management held its BHP (BHP) position steady in Q2 2026 at 290 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #391.

Lodestone Wealth Management first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Lodestone Wealth Management held 290 shares of BHP worth $24.2K as of Q2 2026.
Lodestone Wealth Management left its BHP share count unchanged in Q2 2026.
BHP made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #391 holding.
Lodestone Wealth Management first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.