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Ridgewood Investments’s BHP BHP Stock Holding History

Ridgewood Investments’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 		$711K Buy
+9,780
New +$691K 0.29% 105
2025
Q3 		$991K Buy
17,771
+709
+4% +$37.7K 0.42% 75
2025
Q2 		$821K Buy
17,062
+8,252
+94% +$397K 0.35% 80
2025
Q1 		$428K Buy
8,810
+3,792
+76% +$189K 0.2% 127
2024
Q4 		$245K Buy
5,018
+2,895
+136% +$157K 0.12% 159
2024
Q3 		$132K Sell
2,123
-198
-9% -$10.9K 0.07% 213
2024
Q2 		$133K Buy
+2,321
New +$135K 0.07% 218
2023
Q3 		– Sell
-3,156
Closed -$188K – 236
2023
Q2 		$188K Buy
3,156
+100
+3% +$5.96K 0.11% 173
2023
Q1 		$194K Sell
3,056
-3,917
-56% -$253K 0.12% 173
2022
Q4 		$433K Buy
6,973
+205
+3% +$11.5K 0.31% 107
2022
Q3 		$339K Buy
6,768
+858
+15% +$45.4K 0.28% 119
2022
Q2 		$332K Sell
5,910
-4,583
-44% -$285K 0.26% 125
2022
Q1 		$723K Sell
10,493
-3,233
-24% -$196K 0.47% 70
2021
Q4 		$739K Buy
13,726
+4,305
+46% +$215K 0.47% 74
2021
Q3 		$450K Buy
+9,421
New +$575K 0.31% 109

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

Ridgewood Investments's BHP Position: Q1 2026 in Review

Ridgewood Investments opened a new position in BHP (BHP) in Q1 2026: 9,780 shares worth $711K. The stake represents 0.29% of the portfolio and ranks #105 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in BHP as recently as Q3 2025.

Ridgewood Investments first reported a position in BHP in Q3 2021 and has held it in 15 quarters since. The position peaked at $991K in Q3 2025. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Ridgewood Investments held 9,780 shares of BHP worth $711K as of Q1 2026.
  • BHP was a new Ridgewood Investments position in Q1 2026.
  • BHP made up 0.29% of Ridgewood Investments's portfolio in Q1 2026, its #105 holding.
  • Ridgewood Investments first reported a position in BHP in Q3 2021 and has held it in 15 quarters since.
  • Ridgewood Investments's BHP position peaked at $991K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.