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LRI Investments’s BHP BHP Stock Holding History

LRI 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 		$217K Buy
2,607
+85
+3% +$7.05K 0.02% 309
2026
Q1 		$183K Hold
2,522
– – 0.02% 296
2025
Q4 		$152K Sell
2,522
-145
-5% -$8.24K 0.01% 344
2025
Q3 		$149K Hold
2,667
– – 0.01% 346
2025
Q2 		$128K Hold
2,667
– – 0.01% 377
2025
Q1 		$129K Hold
2,667
– – 0.01% 355
2024
Q4 		$130K Hold
2,667
– – 0.01% 366
2024
Q3 		$139K Buy
2,667
+2,522
+1,739% +$139K 0.01% 349
2024
Q2 		$8.28K Buy
+145
New +$8.43K ﹤0.01% 794

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
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
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

LRI Investments's BHP Position: Q2 2026 in Review

LRI Investments increased its BHP (BHP) stake by 3.4% in Q2 2026, buying an estimated $7.05K and bringing the position to 2,607 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #309.

LRI Investments first reported a position in BHP in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • LRI Investments held 2,607 shares of BHP worth $217K as of Q2 2026.
  • LRI Investments bought 85 BHP shares in Q2 2026, an estimated $7.05K.
  • BHP made up 0.02% of LRI Investments's portfolio in Q2 2026, its #309 holding.
  • LRI Investments first reported a position in BHP in Q2 2024 and has held it in 9 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.