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Pinnacle Wealth Planning Services’s BHP BHP Stock Holding History

Pinnacle Wealth Planning Services’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 		$467K Sell
6,418
-180
-3% -$12.7K 0.05% 231
2025
Q4 		$398K Sell
6,598
-28
-0.4% -$1.59K 0.04% 255
2025
Q3 		$369K Sell
6,626
-280
-4% -$14.9K 0.04% 274
2025
Q2 		$332K Buy
6,906
+1,998
+41% +$96K 0.04% 272
2025
Q1 		$238K Buy
4,908
+291
+6% +$14.5K 0.04% 314
2024
Q4 		$225K Sell
4,617
-2,835
-38% -$154K 0.03% 333
2024
Q3 		$463K Sell
7,452
-44
-0.6% -$2.43K 0.06% 201
2024
Q2 		$428K Buy
7,496
+19
+0.3% +$1.1K 0.06% 207
2024
Q1 		$431K Buy
7,477
+333
+5% +$19.9K 0.06% 217
2023
Q4 		$488K Buy
7,144
+14
+0.2% +$845 0.08% 181
2023
Q3 		$406K Buy
7,130
+248
+4% +$14.5K 0.07% 196
2023
Q2 		$411K Sell
6,882
-58
-0.8% -$3.46K 0.07% 201
2023
Q1 		$440K Buy
6,940
+28
+0.4% +$1.8K 0.07% 193
2022
Q4 		$429K Sell
6,912
-1,048
-13% -$58.9K 0.08% 193
2022
Q3 		$398K Sell
7,960
-2,114
-21% -$112K 0.07% 179
2022
Q2 		$566K Buy
10,074
+1,154
+13% +$71.6K 0.1% 135
2022
Q1 		$615K Buy
8,920
+3,530
+65% +$214K 0.11% 141
2021
Q4 		$290K Buy
5,390
+1,025
+23% +$51.3K 0.06% 264
2021
Q3 		$208K Sell
4,365
-9
-0.2% -$550 0.05% 323
2021
Q2 		$284K Buy
4,374
+48
+1% +$3.17K 0.07% 244
2021
Q1 		$268K Buy
4,326
+487
+13% +$31.4K 0.07% 236
2020
Q4 		$224K Buy
+3,839
New +$192K 0.05% 256

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

Pinnacle Wealth Planning Services's BHP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BHP (BHP) stake by 2.7% in Q1 2026, selling an estimated $12.7K and leaving 6,418 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #231.

Pinnacle Wealth Planning Services first reported a position in BHP in Q4 2020 and has held it in 22 quarters since. The position peaked at $615K in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,418 shares of BHP worth $467K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 180 BHP shares in Q1 2026, an estimated $12.7K.
  • BHP made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #231 holding.
  • Pinnacle Wealth Planning Services first reported a position in BHP in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's BHP position peaked at $615K in Q1 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.