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Naples Global Advisors’s BHP BHP Stock Holding History

Naples Global 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 		$390K Buy
5,358
+115
+2% +$8.13K 0.03% 359
2025
Q4 		$316K Buy
5,243
+50
+1% +$2.84K 0.02% 381
2025
Q3 		$289K Buy
5,193
+150
+3% +$7.98K 0.02% 381
2025
Q2 		$242K Sell
5,043
-450
-8% -$21.6K 0.02% 389
2025
Q1 		$267K Sell
5,493
-9
-0.2% -$448 0.03% 362
2024
Q4 		$269K Buy
5,502
+659
+14% +$35.8K 0.03% 358
2024
Q3 		$308K Hold
4,843
– – 0.03% 347
2024
Q2 		$276K Buy
4,843
+25
+0.5% +$1.45K 0.03% 346
2024
Q1 		$278K Sell
4,818
-19
-0.4% -$1.14K 0.03% 353
2023
Q4 		$330K Hold
4,837
– – 0.04% 335
2023
Q3 		$275K Buy
4,837
+250
+5% +$14.6K 0.03% 346
2023
Q2 		$274K Buy
4,587
+100
+2% +$5.96K 0.03% 351
2023
Q1 		$284K Hold
4,487
– – 0.04% 343
2022
Q4 		$278K Sell
4,487
-200
-4% -$11.2K 0.04% 335
2022
Q3 		$235K Buy
+4,687
New +$248K 0.03% 342
2022
Q2 		– Sell
-3,592
Closed -$247K – 375
2022
Q1 		$247K Buy
+3,592
New +$218K 0.03% 365

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

Naples Global Advisors's BHP Position: Q1 2026 in Review

Naples Global Advisors increased its BHP (BHP) stake by 2.2% in Q1 2026, buying an estimated $8.13K and bringing the position to 5,358 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #359.

Naples Global 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.

  • Naples Global Advisors held 5,358 shares of BHP worth $390K as of Q1 2026.
  • Naples Global Advisors bought 115 BHP shares in Q1 2026, an estimated $8.13K.
  • BHP made up 0.03% of Naples Global Advisors's portfolio in Q1 2026, its #359 holding.
  • Naples Global 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 Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.