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Moran Wealth Management’s BHP BHP Stock Holding History

Moran 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
Q1 		$11.1M Buy
151,956
+13,499
+10% +$954K 0.34% 97
2025
Q4 		$8.36M Buy
138,457
+9,724
+8% +$553K 0.26% 126
2025
Q3 		$7.18M Buy
128,733
+1,434
+1% +$76.3K 0.22% 132
2025
Q2 		$6.12M Buy
127,299
+4,262
+3% +$205K 0.19% 150
2025
Q1 		$5.97M Sell
123,037
-89,970
-42% -$4.48M 0.2% 152
2024
Q4 		$10.4M Sell
213,007
-245,584
-54% -$13.3M 0.33% 104
2024
Q3 		$28.5M Buy
458,591
+1,238
+0.3% +$68.4K 0.88% 23
2024
Q2 		$26.1M Buy
457,353
+3,489
+0.8% +$203K 0.86% 21
2024
Q1 		$26.2M Buy
453,864
+4,197
+0.9% +$251K 0.85% 19
2023
Q4 		$30.7M Buy
449,667
+42,021
+10% +$2.54M 1.09% 14
2023
Q3 		$23.2M Buy
407,646
+9,503
+2% +$556K 0.9% 18
2023
Q2 		$23.8M Buy
398,143
+20,599
+5% +$1.23M 0.89% 22
2023
Q1 		$23.9M Buy
377,544
+54,589
+17% +$3.52M 0.91% 21
2022
Q4 		$20M Buy
+322,955
New +$18.2M 0.76% 31

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moran Wealth Management's BHP Position: Q1 2026 in Review

Moran Wealth Management increased its BHP (BHP) stake by 9.7% in Q1 2026, buying an estimated $954K and bringing the position to 151,956 shares worth $11.1M. The position accounts for 0.34% of the portfolio, ranked #97.

Moran Wealth Management first reported a position in BHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.7M in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Moran Wealth Management held 151,956 shares of BHP worth $11.1M as of Q1 2026.
  • Moran Wealth Management bought 13,499 BHP shares in Q1 2026, an estimated $954K.
  • BHP made up 0.34% of Moran Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Moran Wealth Management first reported a position in BHP in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's BHP position peaked at $30.7M in Q4 2023.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.