Saturna Capital’s BHP BHP Stock Holding History

Saturna Capital’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	$875K	Hold	12,025	–	–	0.01%	95
2025 Q4	$726K	Buy	12,025 +401	+3%	+$22.8K	0.01%	101
2025 Q3	$648K	Hold	11,624	–	–	0.01%	113
2025 Q2	$559K	Sell	11,624 -244	-2%	-$11.7K	0.01%	122
2025 Q1	$576K	Hold	11,868	–	–	0.01%	119
2024 Q4	$580K	Buy	11,868 +1,214	+11%	+$66K	0.01%	118
2024 Q3	$662K	Sell	10,654 -16,296	-60%	-$900K	0.01%	118
2024 Q2	$1.54M	Buy	26,950 +1,750	+7%	+$102K	0.02%	94
2024 Q1	$1.45M	Sell	25,200 -5,133	-17%	-$307K	0.02%	100
2023 Q4	$2.07M	Sell	30,333 -147	-0.5%	-$8.87K	0.03%	88
2023 Q3	$1.73M	Sell	30,480 -150	-0.5%	-$8.77K	0.03%	88
2023 Q2	$1.83M	Buy	30,630 +6,200	+25%	+$370K	0.03%	87
2023 Q1	$1.55M	Buy	24,430 +2,263	+10%	+$146K	0.03%	92
2022 Q4	$1.38M	Buy	22,167 +8,000	+56%	+$450K	0.03%	92
2022 Q3	$709K	Sell	14,167 -2,550	-15%	-$135K	0.02%	111
2022 Q2	$939K	Buy	16,717 +5,712	+52%	+$355K	0.02%	102
2022 Q1	$758K	Buy	11,005 +94	+0.9%	+$5.71K	0.02%	112
2021 Q4	$587K	Hold	10,911	–	–	0.01%	125
2021 Q3	$521K	Hold	10,911	–	–	0.01%	130
2021 Q2	$709K	Hold	10,911	–	–	0.01%	120
2021 Q1	$675K	Buy	10,911 +4,596	+73%	+$296K	0.02%	119
2020 Q4	$368K	Hold	6,315	–	–	0.01%	143
2020 Q3	$291K	Hold	6,315	–	–	0.01%	144
2020 Q2	$280K	Hold	6,315	–	–	0.01%	147
2020 Q1	$216K	Buy	6,315 +1,682	+36%	+$70.2K	0.01%	161
2019 Q4	$226K	Hold	4,633	–	–	0.01%	180
2019 Q3	$204K	Hold	4,633	–	–	0.01%	183
2019 Q2	$240K	Hold	4,633	–	–	0.01%	155
2019 Q1	$226K	Sell	4,633 -4,335	-48%	-$198K	0.01%	144
2018 Q4	$386K	Hold	8,968	–	–	0.01%	124
2018 Q3	$399K	Hold	8,968	–	–	0.01%	131
2018 Q2	$400K	Hold	8,968	–	–	0.01%	130
2018 Q1	$355K	Hold	8,968	–	–	0.01%	134
2017 Q4	$368K	Hold	8,968	–	–	0.01%	136
2017 Q3	$324K	Hold	8,968	–	–	0.01%	139
2017 Q2	$285K	Hold	8,968	–	–	0.01%	140
2017 Q1	$291K	Hold	8,968	–	–	0.01%	138
2016 Q4	$286K	Hold	8,968	–	–	0.01%	141
2016 Q3	$277K	Hold	8,968	–	–	0.01%	144
2016 Q2	$228K	Hold	8,968	–	–	0.01%	152
2016 Q1	$207K	Sell	8,968 -729	-8%	-$15.4K	0.01%	161
2015 Q4	$223K	Buy	9,697 +1,931	+25%	+$51.6K	0.01%	169
2015 Q3	$219K	Buy	7,766 +1,681	+28%	+$54.6K	0.01%	186
2015 Q2	$221K	Sell	6,085 -32,857	-84%	-$1.33M	0.01%	188
2015 Q1	$1.53M	Hold	38,942	–	–	0.04%	116
2014 Q4	$1.56M	Hold	38,942	–	–	0.04%	119
2014 Q3	$1.94M	Hold	38,942	–	–	0.05%	118
2014 Q2	$2.25M	Hold	38,942	–	–	0.06%	117
2014 Q1	$2.23M	Hold	38,942	–	–	0.06%	120
2013 Q4	$2.25M	Sell	38,942 -11,827	-23%	-$684K	0.06%	125
2013 Q3	$2.85M	Hold	50,769	–	–	0.08%	126
2013 Q2	$2.48M	Buy	+50,769	New	+$2.81M	0.07%	130

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

Saturna Capital's BHP Position: Q1 2026 in Review

Saturna Capital held its BHP (BHP) position steady in Q1 2026 at 12,025 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #95.

Saturna Capital first reported a position in BHP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.85M in Q3 2013. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Saturna Capital held 12,025 shares of BHP worth $875K as of Q1 2026.
Saturna Capital left its BHP share count unchanged in Q1 2026.
BHP made up 0.01% of Saturna Capital's portfolio in Q1 2026, its #95 holding.
Saturna Capital first reported a position in BHP in Q2 2013 and has held it in 52 quarters since.
Saturna Capital's BHP position peaked at $2.85M in Q3 2013.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.