ORG
BHP icon

Optimist Retirement Group’s BHP BHP Stock Holding History

Optimist Retirement Group’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 		$2.86M Sell
39,347
-4,899
-11% -$346K 1.26% 11
2025
Q4 		$2.67M Sell
44,246
-1,428
-3% -$81.1K 1.22% 21
2025
Q3 		$2.55M Buy
45,674
+313
+0.7% +$16.7K 1.15% 21
2025
Q2 		$2.18M Buy
45,361
+2
+0% +$96 1.05% 30
2025
Q1 		$2.2M Buy
45,359
+30,836
+212% +$1.54M 1.1% 28
2024
Q4 		$709K Sell
14,523
-24,300
-63% -$1.32M 0.34% 46
2024
Q3 		$2.41M Buy
38,823
+5,432
+16% +$300K 1.09% 22
2024
Q2 		$1.91M Buy
33,391
+8,126
+32% +$472K 1% 31
2024
Q1 		$1.46M Buy
+25,265
New +$1.51M 0.75% 42

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

Optimist Retirement Group's BHP Position: Q1 2026 in Review

Optimist Retirement Group reduced its BHP (BHP) stake by 11% in Q1 2026, selling an estimated $346K and leaving 39,347 shares worth $2.86M. The position accounts for 1.26% of the portfolio, ranked #11.

Optimist Retirement Group first reported a position in BHP in Q1 2024 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Optimist Retirement Group held 39,347 shares of BHP worth $2.86M as of Q1 2026.
  • Optimist Retirement Group sold 4,899 BHP shares in Q1 2026, an estimated $346K.
  • BHP made up 1.26% of Optimist Retirement Group's portfolio in Q1 2026, its #11 holding.
  • Optimist Retirement Group first reported a position in BHP in Q1 2024 and has held it in 9 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.