Moran Wealth Management
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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
Q3 		$12.5M Buy
147,734
+5,969
+4% +$520K 0.34% 101
2026
Q2 		$11.8M Sell
141,765
-10,191
-7% -$846K 0.32% 106
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

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Moran Wealth Management's BHP Position: Q3 2026 in Review

Moran Wealth Management increased its BHP (BHP) stake by 4.2% in Q3 2026, buying an estimated $520K and bringing the position to 147,734 shares worth $12.5M. The position accounts for 0.34% of the portfolio, ranked #101.

Moran Wealth Management first reported a position in BHP in Q4 2022 and has held it in 16 quarters since. The position peaked at $30.7M in Q4 2023. 210 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Moran Wealth Management held 147,734 shares of BHP worth $12.5M as of Q3 2026.
  • Moran Wealth Management bought 5,969 BHP shares in Q3 2026, an estimated $520K.
  • BHP made up 0.34% of Moran Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Moran Wealth Management first reported a position in BHP in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's BHP position peaked at $30.7M in Q4 2023.
  • 210 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.