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Montgomery Investment Management’s BHP BHP Stock Holding History

Montgomery Investment 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 		$1.35M Hold
16,150
– – 0.41% 39
2026
Q1 		$1.17M Hold
16,150
– – 0.4% 43
2025
Q4 		$975K Sell
16,150
-1,600
-9% -$90.9K 0.35% 46
2025
Q3 		$990K Sell
17,750
-200
-1% -$10.6K 0.35% 44
2025
Q2 		$863K Hold
17,950
– – 0.33% 45
2025
Q1 		$871K Sell
17,950
-500
-3% -$24.9K 0.35% 44
2024
Q4 		$901K Sell
18,450
-1,350
-7% -$73.4K 0.35% 41
2024
Q3 		$1.23M Hold
19,800
– – 0.45% 38
2024
Q2 		$1.13M Hold
19,800
– – 0.45% 38
2024
Q1 		$1.14M Sell
19,800
-8,231
-29% -$493K 0.44% 38
2023
Q4 		$1.91M Hold
28,031
– – 0.59% 34
2023
Q3 		$1.59M Sell
28,031
-950
-3% -$55.5K 0.55% 38
2023
Q2 		$1.73M Sell
28,981
-200
-0.7% -$11.9K 0.58% 37
2023
Q1 		$1.85M Hold
29,181
– – 0.65% 35
2022
Q4 		$1.81M Hold
29,181
– – 0.64% 36
2022
Q3 		$1.46M Hold
29,181
– – 0.6% 37
2022
Q2 		$1.64M Sell
29,181
-3,531
-11% -$219K 0.66% 36
2022
Q1 		$2.25M Buy
+32,712
New +$1.99M 0.77% 31
2015
Q4 		– Sell
-7,668
Closed -$216K – 83
2015
Q3 		$216K Hold
7,668
– – 0.13% 71
2015
Q2 		$278K Sell
7,668
-658
-8% -$26.6K 0.14% 67
2015
Q1 		$327K Sell
8,326
-189
-2% -$7.67K 0.16% 67
2014
Q4 		$341K Buy
8,515
+1,183
+16% +$54.6K 0.16% 68
2014
Q3 		$365K Buy
7,332
+1,064
+17% +$61.9K 0.25% 59
2014
Q2 		$363K Sell
6,268
-1,419
-18% -$83.4K 0.28% 58
2014
Q1 		$441K Sell
7,687
-473
-6% -$26.5K 0.36% 55
2013
Q4 		$471K Sell
8,160
-8,078
-50% -$467K 0.38% 55
2013
Q3 		$913K Sell
16,238
-473
-3% -$25.7K 0.5% 49
2013
Q2 		$815K Buy
+16,711
New +$926K 0.45% 53

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

Montgomery Investment Management's BHP Position: Q2 2026 in Review

Montgomery Investment Management held its BHP (BHP) position steady in Q2 2026 at 16,150 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #39.

Montgomery Investment Management first reported a position in BHP in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.25M in Q1 2022. 220 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Montgomery Investment Management held 16,150 shares of BHP worth $1.35M as of Q2 2026.
  • Montgomery Investment Management left its BHP share count unchanged in Q2 2026.
  • BHP made up 0.41% of Montgomery Investment Management's portfolio in Q2 2026, its #39 holding.
  • Montgomery Investment Management first reported a position in BHP in Q2 2013 and has held it in 28 quarters since.
  • Montgomery Investment Management's BHP position peaked at $2.25M in Q1 2022.
  • 220 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.