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 Q2	$14.8K	Buy	178 +19	+12%	+$1.58K	﹤0.01%	988
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 $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

North Star Investment Management's BHP Position: Q2 2026 in Review

North Star Investment Management increased its BHP (BHP) stake by 12% in Q2 2026, buying an estimated $1.58K and bringing the position to 178 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

North Star Investment Management first reported a position in BHP in Q1 2014 and has held it in 16 quarters since. The position peaked at $137K in Q2 2014. 823 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

North Star Investment Management held 178 shares of BHP worth $14.8K as of Q2 2026.
North Star Investment Management bought 19 BHP shares in Q2 2026, an estimated $1.58K.
BHP made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #988 holding.
North Star Investment Management first reported a position in BHP in Q1 2014 and has held it in 16 quarters since.
North Star Investment Management's BHP position peaked at $137K in Q2 2014.
823 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.