Primoris Wealth Advisors’s BHP BHP Stock Holding History

Primoris Wealth Advisors’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	–	Sell	-23,000	Closed	-$1.39M	–	98
2025 Q4	$1.39M	Buy	+23,000	New	+$1.31M	0.83%	37

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Primoris Wealth Advisors's BHP Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of BHP (BHP) in Q1 2026, closing a stake of 23,000 shares — an estimated $1.39M sold.

Primoris Wealth Advisors first reported a position in BHP in Q4 2025 and held it in 1 quarter. The position peaked at $1.39M in Q4 2025. 735 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Primoris Wealth Advisors reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 23,000 BHP shares in Q1 2026, an estimated $1.39M.
Primoris Wealth Advisors first reported a position in BHP in Q4 2025 and held it in 1 quarter.
Primoris Wealth Advisors's BHP position peaked at $1.39M in Q4 2025.
735 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.