North Star Investment Management’s BHP BHP Stock Holding History

North Star Investment 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 Q1	$11.6K	Hold	159	–	–	﹤0.01%	995
2025 Q4	$9.6K	Buy	159 +112	+238%	+$6.36K	﹤0.01%	966
2025 Q3	$2.62K	Buy	+47	New	+$2.5K	﹤0.01%	1100
2017 Q4	–	Sell	-119	Closed	-$4K	–	1062
2017 Q3	$4K	Hold	119	–	–	﹤0.01%	960
2017 Q2	$4K	Hold	119	–	–	﹤0.01%	950
2017 Q1	$4K	Hold	119	–	–	﹤0.01%	905
2016 Q4	$4K	Hold	119	–	–	﹤0.01%	848
2016 Q3	$4K	Hold	119	–	–	﹤0.01%	718
2016 Q2	$3K	Buy	+119	New	+$2.96K	﹤0.01%	731
2015 Q3	–	Sell	-2,242	Closed	-$81K	–	835
2015 Q2	$81K	Sell	2,242 -123	-5%	-$4.97K	0.01%	351
2015 Q1	$93K	Hold	2,365	–	–	0.02%	331
2014 Q4	$95K	Hold	2,365	–	–	0.02%	325
2014 Q3	$118K	Hold	2,365	–	–	0.02%	301
2014 Q2	$137K	Hold	2,365	–	–	0.03%	294
2014 Q1	$136K	Buy	+2,365	New	+$133K	0.03%	298

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $235B AUM 32.99% 1-Year Est. Return

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

North Star Investment Management's BHP Position: Q1 2026 in Review

North Star Investment Management held its BHP (BHP) position steady in Q1 2026 at 159 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

North Star Investment Management first reported a position in BHP in Q1 2014 and has held it in 15 quarters since. The position peaked at $137K in Q2 2014. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

North Star Investment Management held 159 shares of BHP worth $11.6K as of Q1 2026.
North Star Investment Management left its BHP share count unchanged in Q1 2026.
BHP made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #995 holding.
North Star Investment Management first reported a position in BHP in Q1 2014 and has held it in 15 quarters since.
North Star Investment Management's BHP position peaked at $137K in Q2 2014.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.