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Retirement Wealth Solutions’s BHP BHP Stock Holding History

Retirement Wealth Solutions’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
Q2 		$22.5K Buy
270
+2
+0.7% +$166 0.01% 148
2026
Q1 		$19.5K Buy
268
+86
+47% +$6.08K 0.01% 151
2025
Q4 		$11K Sell
182
-44
-19% -$2.5K 0.01% 216
2025
Q3 		$12.6K Buy
+226
New +$12K 0.01% 202
2025
Q1 		– Sell
-116
Closed -$5.63K – 437
2024
Q4 		$5.63K Buy
+116
New +$6.31K ﹤0.01% 279

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Retirement Wealth Solutions's BHP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its BHP (BHP) stake by 0.75% in Q2 2026, buying an estimated $166 and bringing the position to 270 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #148.

Retirement Wealth Solutions first reported a position in BHP in Q4 2024 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Retirement Wealth Solutions held 270 shares of BHP worth $22.5K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 BHP shares in Q2 2026, an estimated $166.
  • BHP made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #148 holding.
  • Retirement Wealth Solutions first reported a position in BHP in Q4 2024 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.