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Louisbourg Investments’s BHP BHP Stock Holding History

Louisbourg Investments’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 		$1.06M Hold
12,680
– – 0.19% 92
2026
Q1 		$922K Buy
12,680
+1,600
+14% +$113K 0.17% 99
2025
Q4 		$669K Hold
11,080
– – 0.13% 102
2025
Q3 		$618K Hold
11,080
– – 0.13% 96
2025
Q2 		$533K Hold
11,080
– – 0.13% 102
2025
Q1 		$538K Hold
11,080
– – 0.15% 96
2024
Q4 		$541K Hold
11,080
– – 0.14% 96
2024
Q3 		$688K Hold
11,080
– – 0.17% 89
2024
Q2 		$633K Hold
11,080
– – 0.18% 86
2024
Q1 		$639K Hold
11,080
– – 0.18% 85
2023
Q4 		$757K Buy
+11,080
New +$669K 0.23% 81

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Louisbourg Investments's BHP Position: Q2 2026 in Review

Louisbourg Investments held its BHP (BHP) position steady in Q2 2026 at 12,680 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #92.

Louisbourg Investments first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. 220 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Louisbourg Investments held 12,680 shares of BHP worth $1.06M as of Q2 2026.
  • Louisbourg Investments left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.19% of Louisbourg Investments's portfolio in Q2 2026, its #92 holding.
  • Louisbourg Investments first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • 220 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.