Shelton Capital Management’s BHP BHP Stock Holding History

Shelton Capital Management’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	$458K	Hold	6,300	–	–	0.01%	378
2025 Q4	$380K	Hold	6,300	–	–	0.01%	426
2025 Q3	$351K	Hold	6,300	–	–	0.01%	452
2025 Q2	$303K	Hold	6,300	–	–	0.01%	483
2025 Q1	$306K	Hold	6,300	–	–	0.01%	466
2024 Q4	$308K	Hold	6,300	–	–	0.01%	495
2024 Q3	$391K	Hold	6,300	–	–	0.01%	407
2024 Q2	$360K	Hold	6,300	–	–	0.01%	420
2024 Q1	$363K	Buy	+6,300	New	+$377K	0.01%	450
2023 Q4	–	Sell	-6,300	Closed	-$358K	–	735
2023 Q3	$358K	Hold	6,300	–	–	0.01%	391
2023 Q2	$376K	Sell	6,300 -75	-1%	-$4.47K	0.01%	391
2023 Q1	$404K	Buy	6,375 +75	+1%	+$4.84K	0.02%	357
2022 Q4	$391K	Hold	6,300	–	–	0.04%	336
2022 Q3	$315K	Hold	6,300	–	–	0.02%	423
2022 Q2	$354K	Sell	6,300 -762	-11%	-$47.3K	0.02%	406
2022 Q1	$487K	Hold	7,062	–	–	0.02%	365
2021 Q4	$380K	Hold	7,062	–	–	0.01%	458
2021 Q3	$337K	Hold	7,062	–	–	0.01%	504
2021 Q2	$459K	Hold	7,062	–	–	0.02%	400
2021 Q1	$437K	Hold	7,062	–	–	0.02%	418
2020 Q4	$412K	Hold	7,062	–	–	0.02%	391
2020 Q3	$326K	Sell	7,062 -56,050	-89%	-$2.7M	0.01%	524
2020 Q2	$2.8M	Hold	63,112	–	–	0.15%	131
2020 Q1	$2.07M	Sell	63,112 -96	-0.2%	-$4.01K	0.15%	130
2019 Q4	$3.08M	Hold	63,208	–	–	0.17%	117
2019 Q3	$2.78M	Hold	63,208	–	–	0.16%	117
2019 Q2	$3.28M	Buy	63,208 +59,752	+1,729%	+$2.89M	0.19%	106
2019 Q1	$56.4K	Sell	3,456 -59,752	-95%	-$2.72M	0.22%	97
2018 Q4	$2.72M	Hold	63,208	–	–	0.19%	112
2018 Q3	$2.81M	Sell	63,208 -4,573	-7%	-$198K	0.16%	124
2018 Q2	$3.02M	Hold	67,781	–	–	0.19%	114
2018 Q1	$2.69M	Buy	67,781 +2,444	+4%	+$103K	0.18%	121
2017 Q4	$2.68M	Hold	65,337	–	–	0.17%	125
2017 Q3	$2.36M	Sell	65,337 -157	-0.2%	-$5.74K	0.16%	139
2017 Q2	$2.08M	Sell	65,494 -74,452	-53%	-$2.36M	0.15%	139
2017 Q1	$4.53M	Sell	139,946 -3,117	-2%	-$108K	0.31%	57
2016 Q4	$4.57M	Sell	143,063 -3,837	-3%	-$124K	0.35%	55
2016 Q3	$4.54M	Buy	146,900 +88,720	+152%	+$2.44M	0.38%	47
2016 Q2	$1.48M	Hold	58,180	–	–	0.13%	142
2016 Q1	$1.34M	Hold	58,180	–	–	0.12%	161
2015 Q4	$1.34M	Hold	58,180	–	–	0.13%	150
2015 Q3	$1.64M	Buy	+58,180	New	+$1.89M	0.18%	118
2015 Q2	–	Sell	-5,322	Closed	-$209K	–	778
2015 Q1	$209K	Hold	5,322	–	–	0.02%	754
2014 Q4	$213K	Hold	5,322	–	–	0.02%	735
2014 Q3	$265K	Hold	5,322	–	–	0.04%	595
2014 Q2	$308K	Hold	5,322	–	–	0.04%	551
2014 Q1	$305K	Hold	5,322	–	–	0.04%	519
2013 Q4	$307K	Hold	5,322	–	–	0.05%	497
2013 Q3	$299K	Hold	5,322	–	–	0.05%	470
2013 Q2	$259K	Buy	+5,322	New	+$295K	0.05%	489

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

Shelton Capital Management's BHP Position: Q1 2026 in Review

Shelton Capital Management held its BHP (BHP) position steady in Q1 2026 at 6,300 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #378.

Shelton Capital Management first reported a position in BHP in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.57M in Q4 2016. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Shelton Capital Management held 6,300 shares of BHP worth $458K as of Q1 2026.
Shelton Capital Management left its BHP share count unchanged in Q1 2026.
BHP made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #378 holding.
Shelton Capital Management first reported a position in BHP in Q2 2013 and has held it in 50 quarters since.
Shelton Capital Management's BHP position peaked at $4.57M in Q4 2016.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.