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PDS Planning’s BHP BHP Stock Holding History

PDS Planning’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 		$675K Sell
9,277
-204
-2% -$14.4K 0.04% 207
2025
Q4 		$572K Buy
9,481
+356
+4% +$20.2K 0.04% 231
2025
Q3 		$509K Buy
9,125
+386
+4% +$20.5K 0.04% 247
2025
Q2 		$420K Buy
8,739
+158
+2% +$7.59K 0.03% 271
2025
Q1 		$417K Buy
8,581
+578
+7% +$28.8K 0.04% 245
2024
Q4 		$391K Buy
8,003
+1,759
+28% +$95.6K 0.03% 227
2024
Q3 		$388K Sell
6,244
-499
-7% -$27.6K 0.03% 238
2024
Q2 		$385K Buy
6,743
+313
+5% +$18.2K 0.04% 215
2024
Q1 		$371K Sell
6,430
-15
-0.2% -$898 0.04% 213
2023
Q4 		$440K Buy
6,445
+51
+0.8% +$3.08K 0.05% 166
2023
Q3 		$364K Buy
6,394
+435
+7% +$25.4K 0.05% 183
2023
Q2 		$356K Buy
5,959
+379
+7% +$22.6K 0.05% 185
2023
Q1 		$354K Buy
+5,580
New +$360K 0.05% 166
2022
Q2 		– Sell
-3,093
Closed -$213K – 220
2022
Q1 		$213K Buy
+3,093
New +$188K 0.04% 198

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

PDS Planning's BHP Position: Q1 2026 in Review

PDS Planning reduced its BHP (BHP) stake by 2.2% in Q1 2026, selling an estimated $14.4K and leaving 9,277 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #207.

PDS Planning first reported a position in BHP in Q1 2022 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • PDS Planning held 9,277 shares of BHP worth $675K as of Q1 2026.
  • PDS Planning sold 204 BHP shares in Q1 2026, an estimated $14.4K.
  • BHP made up 0.04% of PDS Planning's portfolio in Q1 2026, its #207 holding.
  • PDS Planning first reported a position in BHP in Q1 2022 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.