Roberts, Glore & Co’s BHP BHP Stock Holding History

Roberts, Glore & Co’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	$308K	Sell	4,230 -35	-0.8%	-$2.47K	0.08%	171
2025 Q4	$257K	Sell	4,265 -50	-1%	-$2.84K	0.07%	190
2025 Q3	$241K	Hold	4,315	–	–	0.07%	193
2025 Q2	$208K	Sell	4,315 -80	-2%	-$3.85K	0.06%	198
2025 Q1	$213K	Buy	4,395 +150	+4%	+$7.47K	0.07%	191
2024 Q4	$207K	Hold	4,245	–	–	0.06%	198
2024 Q3	$264K	Hold	4,245	–	–	0.08%	183
2024 Q2	$242K	Sell	4,245 -95	-2%	-$5.52K	0.07%	181
2024 Q1	$250K	Buy	4,340 +245	+6%	+$14.7K	0.08%	182
2023 Q4	$280K	Hold	4,095	–	–	0.09%	171
2023 Q3	$233K	Hold	4,095	–	–	0.08%	178
2023 Q2	$244K	Sell	4,095 -170	-4%	-$10.1K	0.08%	176
2023 Q1	$270K	Hold	4,265	–	–	0.09%	160
2022 Q4	$265K	Hold	4,265	–	–	0.09%	156
2022 Q3	$213K	Sell	4,265 -120	-3%	-$6.35K	0.08%	174
2022 Q2	$246K	Sell	4,385 -267	-6%	-$16.6K	0.08%	161
2022 Q1	$321K	Buy	+4,652	New	+$283K	0.09%	159

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roberts, Glore & Co's BHP Position: Q1 2026 in Review

Roberts, Glore & Co reduced its BHP (BHP) stake by 0.82% in Q1 2026, selling an estimated $2.47K and leaving 4,230 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #171.

Roberts, Glore & Co first reported a position in BHP in Q1 2022 and has held it in 17 quarters since. The position peaked at $321K in Q1 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Roberts, Glore & Co held 4,230 shares of BHP worth $308K as of Q1 2026.
Roberts, Glore & Co sold 35 BHP shares in Q1 2026, an estimated $2.47K.
BHP made up 0.08% of Roberts, Glore & Co's portfolio in Q1 2026, its #171 holding.
Roberts, Glore & Co first reported a position in BHP in Q1 2022 and has held it in 17 quarters since.
Roberts, Glore & Co's BHP position peaked at $321K in Q1 2022.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.