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Plan A Wealth’s BHP BHP Stock Holding History

Plan A Wealth’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
Q3 		$927K Buy
10,927
+386
+4% +$33.6K 0.33% 37
2026
Q2 		$878K Buy
10,541
+212
+2% +$17.6K 0.37% 34
2026
Q1 		$751K Buy
10,329
+271
+3% +$19.2K 0.36% 37
2025
Q4 		$607K Buy
10,058
+456
+5% +$25.9K 0.3% 57
2025
Q3 		$535K Buy
9,602
+1,590
+20% +$84.6K 0.27% 63
2025
Q2 		$385K Buy
+8,012
New +$385K 0.22% 91

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Plan A Wealth's BHP Position: Q3 2026 in Review

Plan A Wealth increased its BHP (BHP) stake by 3.7% in Q3 2026, buying an estimated $33.6K and bringing the position to 10,927 shares worth $927K. The position accounts for 0.33% of the portfolio, ranked #37.

Plan A Wealth first reported a position in BHP in Q2 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Plan A Wealth held 10,927 shares of BHP worth $927K as of Q3 2026.
  • Plan A Wealth bought 386 BHP shares in Q3 2026, an estimated $33.6K.
  • BHP made up 0.33% of Plan A Wealth's portfolio in Q3 2026, its #37 holding.
  • Plan A Wealth first reported a position in BHP in Q2 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.