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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
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
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

Mutual Advisors's BHP Position: Q1 2026 in Review

Mutual Advisors increased its BHP (BHP) stake by 60% in Q1 2026, buying an estimated $305K and bringing the position to 11,547 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #666.

Mutual Advisors first reported a position in BHP in Q1 2022 and has held it in 16 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Mutual Advisors held 11,547 shares of BHP worth $840K as of Q1 2026.
  • Mutual Advisors bought 4,322 BHP shares in Q1 2026, an estimated $305K.
  • BHP made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #666 holding.
  • Mutual Advisors first reported a position in BHP in Q1 2022 and has held it in 16 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.