MWM
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Mission Wealth Management’s BHP BHP Stock Holding History

Mission 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 		$947K Buy
11,371
+1,433
+14% +$119K 0.01% 496
2026
Q1 		$723K Sell
9,938
-224
-2% -$15.8K 0.01% 396
2025
Q4 		$613K Buy
10,162
+20
+0.2% +$1.14K 0.01% 445
2025
Q3 		$565K Buy
10,142
+46
+0.5% +$2.45K 0.01% 462
2025
Q2 		$485K Sell
10,096
-222
-2% -$10.7K 0.01% 483
2025
Q1 		$501K Sell
10,318
-314
-3% -$15.6K 0.01% 446
2024
Q4 		$519K Buy
10,632
+123
+1% +$6.69K 0.01% 418
2024
Q3 		$653K Buy
10,509
+587
+6% +$32.4K 0.02% 378
2024
Q2 		$566K Buy
9,922
+1,280
+15% +$74.4K 0.02% 383
2024
Q1 		$499K Buy
8,642
+830
+11% +$49.7K 0.01% 433
2023
Q4 		$534K Buy
7,812
+328
+4% +$19.8K 0.02% 357
2023
Q3 		$426K Sell
7,484
-355
-5% -$20.8K 0.02% 374
2023
Q2 		$468K Sell
7,839
-74
-0.9% -$4.41K 0.02% 355
2023
Q1 		$502K Buy
7,913
+397
+5% +$25.6K 0.02% 332
2022
Q4 		$466K Sell
7,516
-787
-9% -$44.3K 0.02% 333
2022
Q3 		$415K Buy
8,303
+778
+10% +$41.2K 0.02% 323
2022
Q2 		$423K Buy
7,525
+648
+9% +$40.2K 0.02% 329
2022
Q1 		$474K Buy
6,877
+719
+12% +$43.7K 0.02% 321
2021
Q4 		$331K Sell
6,158
-37
-0.6% -$1.85K 0.01% 410
2021
Q3 		$296K Buy
6,195
+379
+7% +$23.1K 0.02% 411
2021
Q2 		$378K Sell
5,816
-33
-0.6% -$2.18K 0.02% 344
2021
Q1 		$362K Buy
5,849
+392
+7% +$25.2K 0.02% 323
2020
Q4 		$318K Buy
5,457
+102
+2% +$5.11K 0.02% 331
2020
Q3 		$247K Buy
5,355
+67
+1% +$3.22K 0.02% 309
2020
Q2 		$235K Buy
+5,288
New +$207K 0.02% 291

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

Mission Wealth Management's BHP Position: Q2 2026 in Review

Mission Wealth Management increased its BHP (BHP) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 11,371 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #496.

Mission Wealth Management first reported a position in BHP in Q2 2020 and has held it in 25 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Mission Wealth Management held 11,371 shares of BHP worth $947K as of Q2 2026.
  • Mission Wealth Management bought 1,433 BHP shares in Q2 2026, an estimated $119K.
  • BHP made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Mission Wealth Management first reported a position in BHP in Q2 2020 and has held it in 25 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.