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Lorne Steinberg Wealth Management’s BHP BHP Stock Holding History

Lorne Steinberg 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 		$278K Buy
+3,339
New +$277K 0.06% 69
2026
Q1 		– Sell
-3,260
Closed -$197K – 71
2025
Q4 		$197K Buy
+3,260
New +$185K 0.05% 72

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

Lorne Steinberg Wealth Management's BHP Position: Q2 2026 in Review

Lorne Steinberg Wealth Management opened a new position in BHP (BHP) in Q2 2026: 3,339 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #69 among its holdings. This is a return to the name: Lorne Steinberg Wealth Management previously reported a position in BHP as recently as Q4 2025.

Lorne Steinberg Wealth Management first reported a position in BHP in Q4 2025 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Lorne Steinberg Wealth Management held 3,339 shares of BHP worth $278K as of Q2 2026.
  • BHP was a new Lorne Steinberg Wealth Management position in Q2 2026.
  • BHP made up 0.06% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Lorne Steinberg Wealth Management first reported a position in BHP in Q4 2025 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.