Mount Yale Investment Advisors’s BHP BHP Stock Holding History

Mount Yale Investment Advisors’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	$221K	Buy	+3,045	New	+$215K	0.01%	1015
2023 Q1	–	Sell	-10,840	Closed	-$673K	–	485
2022 Q4	$673K	Buy	10,840 +1,552	+17%	+$87.3K	0.08%	251
2022 Q3	$465K	Sell	9,288 -1,197	-11%	-$63.4K	0.06%	278
2022 Q2	$589K	Sell	10,485 -128	-1%	-$7.95K	0.07%	257
2022 Q1	$731K	Buy	+10,613	New	+$645K	0.08%	248
2018 Q4	–	Sell	-135	Closed	-$6K	–	365
2018 Q3	$6K	Hold	135	–	–	﹤0.01%	874
2018 Q2	$6K	Hold	135	–	–	﹤0.01%	895
2018 Q1	$5K	Buy	+135	New	+$5.68K	﹤0.01%	891

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's BHP Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in BHP (BHP) in Q1 2026: 3,045 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BHP as recently as Q4 2022.

Mount Yale Investment Advisors first reported a position in BHP in Q1 2018 and has held it in 8 quarters since. The position peaked at $731K in Q1 2022. 734 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Mount Yale Investment Advisors held 3,045 shares of BHP worth $221K as of Q1 2026.
BHP was a new Mount Yale Investment Advisors position in Q1 2026.
BHP made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1015 holding.
Mount Yale Investment Advisors first reported a position in BHP in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's BHP position peaked at $731K in Q1 2022.
734 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.