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Marshall Financial Group (Maryland)’s BHP BHP Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.19M Buy
14,342
+1,111
+8% +$92.2K 0.17% 105
2026
Q1 		$962K Buy
13,231
+11
+0.1% +$777 0.15% 121
2025
Q4 		$798K Buy
+13,220
New +$751K 0.15% 155
2021
Q4 		– Sell
-11,923
Closed -$569K – 212
2021
Q3 		$569K Buy
11,923
+1,318
+12% +$80.5K 0.29% 115
2021
Q2 		$689K Buy
+10,605
New +$701K 0.37% 95

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

Marshall Financial Group (Maryland)'s BHP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its BHP (BHP) stake by 8.4% in Q2 2026, buying an estimated $92.2K and bringing the position to 14,342 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #105.

Marshall Financial Group (Maryland) first reported a position in BHP in Q2 2021 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Marshall Financial Group (Maryland) held 14,342 shares of BHP worth $1.19M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,111 BHP shares in Q2 2026, an estimated $92.2K.
  • BHP made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #105 holding.
  • Marshall Financial Group (Maryland) first reported a position in BHP in Q2 2021 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.