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Pinnacle West Asset Management’s BHP BHP Stock Holding History

Pinnacle West Asset 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 		$662K Sell
9,100
-275
-3% -$19.4K 0.45% 63
2025
Q4 		$566K Sell
9,375
-100
-1% -$5.68K 0.37% 71
2025
Q3 		$528K Buy
9,475
+50
+0.5% +$2.66K 0.34% 73
2025
Q2 		$453K Sell
9,425
-125
-1% -$6.01K 0.31% 80
2025
Q1 		$464K Buy
9,550
+50
+0.5% +$2.49K 0.34% 78
2024
Q4 		$464K Buy
9,500
+1,350
+17% +$73.4K 0.33% 73
2024
Q3 		$506K Buy
8,150
+225
+3% +$12.4K 0.36% 72
2024
Q2 		$452K Buy
7,925
+200
+3% +$11.6K 0.35% 71
2024
Q1 		$446K Buy
7,725
+25
+0.3% +$1.5K 0.35% 72
2023
Q4 		$526K Buy
7,700
+300
+4% +$18.1K 0.45% 66
2023
Q3 		$421K Buy
7,400
+825
+13% +$48.2K 0.41% 68
2023
Q2 		$392K Buy
6,575
+150
+2% +$8.95K 0.38% 74
2023
Q1 		$407K Buy
+6,425
New +$414K 0.43% 73

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 West Asset Management's BHP Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its BHP (BHP) stake by 2.9% in Q1 2026, selling an estimated $19.4K and leaving 9,100 shares worth $662K. The position accounts for 0.45% of the portfolio, ranked #63.

Pinnacle West Asset Management first reported a position in BHP in Q1 2023 and has held it in 13 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Pinnacle West Asset Management held 9,100 shares of BHP worth $662K as of Q1 2026.
  • Pinnacle West Asset Management sold 275 BHP shares in Q1 2026, an estimated $19.4K.
  • BHP made up 0.45% of Pinnacle West Asset Management's portfolio in Q1 2026, its #63 holding.
  • Pinnacle West Asset Management first reported a position in BHP in Q1 2023 and has held it in 13 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.