Mutual Advisors’s BHP BHP Stock Holding History

Mutual 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 Q2	$1M	Buy	12,034 +487	+4%	+$40.4K	0.02%	654
2026 Q1	$840K	Buy	11,547 +4,322	+60%	+$305K	0.02%	666
2025 Q4	$436K	Sell	7,225 -146	-2%	-$8.3K	0.01%	939
2025 Q3	$408K	Buy	7,371 +216	+3%	+$11.5K	0.01%	944
2025 Q2	$380K	Buy	7,155 +276	+4%	+$13.3K	0.01%	895
2025 Q1	$332K	Buy	6,879 +1,362	+25%	+$67.8K	0.01%	873
2024 Q4	$273K	Sell	5,517 -133	-2%	-$7.23K	0.01%	910
2024 Q3	$317K	Sell	5,650 -1,436	-20%	-$79.3K	0.01%	870
2024 Q2	$390K	Buy	7,086 +897	+14%	+$52.1K	0.01%	799
2024 Q1	$357K	Buy	6,189 +648	+12%	+$38.8K	0.01%	808
2023 Q4	$379K	Buy	5,541 +165	+3%	+$9.96K	0.01%	745
2023 Q3	$306K	Buy	5,376 +215	+4%	+$12.6K	0.01%	768
2023 Q2	$308K	Sell	5,161 -205	-4%	-$12.2K	0.01%	800
2023 Q1	$340K	Buy	5,366 +1,323	+33%	+$85.3K	0.01%	738
2022 Q4	$251K	Sell	4,043 -70	-2%	-$3.94K	0.01%	796
2022 Q3	$206K	Buy	+4,113	New	+$218K	0.01%	822
2022 Q2	–	Sell	-3,824	Closed	-$263K	–	852
2022 Q1	$263K	Buy	+3,824	New	+$232K	0.01%	750

Other funds holding BHP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mutual Advisors's BHP Position: Q2 2026 in Review

Mutual Advisors increased its BHP (BHP) stake by 4.2% in Q2 2026, buying an estimated $40.4K and bringing the position to 12,034 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #654.

Mutual Advisors first reported a position in BHP in Q1 2022 and has held it in 17 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Mutual Advisors held 12,034 shares of BHP worth $1M as of Q2 2026.
Mutual Advisors bought 487 BHP shares in Q2 2026, an estimated $40.4K.
BHP made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #654 holding.
Mutual Advisors first reported a position in BHP in Q1 2022 and has held it in 17 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.