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Moody Lynn & Lieberson’s BHP BHP Stock Holding History

Moody Lynn & Lieberson’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 		$1.48M Sell
17,723
-21,168
-54% -$1.76M 0.08% 97
2026
Q1 		$2.83M Buy
+38,891
New +$2.75M 0.16% 73
2024
Q3 		– Sell
-19,208
Closed -$1.1M – 257
2024
Q2 		$1.1M Buy
19,208
+208
+1% +$12.1K 0.07% 112
2024
Q1 		$1.1M Buy
19,000
+50
+0.3% +$2.99K 0.07% 110
2023
Q4 		$1.29M Buy
18,950
+182
+1% +$11K 0.1% 105
2023
Q3 		$1.07M Sell
18,768
-252
-1% -$14.7K 0.09% 103
2023
Q2 		$1.13M Buy
19,020
+618
+3% +$36.9K 0.09% 102
2023
Q1 		$1.17M Buy
+18,402
New +$1.19M 0.1% 102
2017
Q1 		– Sell
-77,226
Closed -$2.46M – 171
2016
Q4 		$2.46M Buy
+77,226
New +$2.5M 0.35% 65

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

Moody Lynn & Lieberson's BHP Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its BHP (BHP) stake by 54% in Q2 2026, selling an estimated $1.76M and leaving 17,723 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #97.

Moody Lynn & Lieberson first reported a position in BHP in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.83M in Q1 2026. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Moody Lynn & Lieberson held 17,723 shares of BHP worth $1.48M as of Q2 2026.
  • Moody Lynn & Lieberson sold 21,168 BHP shares in Q2 2026, an estimated $1.76M.
  • BHP made up 0.08% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #97 holding.
  • Moody Lynn & Lieberson first reported a position in BHP in Q4 2016 and has held it in 9 quarters since.
  • Moody Lynn & Lieberson's BHP position peaked at $2.83M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.