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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

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

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. 822 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.
  • 822 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.