SHP Wealth Management’s BHP BHP Stock Holding History

SHP Wealth 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	$50.9K	Buy	700 +433	+162%	+$30.6K	﹤0.01%	487
2025 Q4	$16.1K	Buy	+267	New	+$15.2K	﹤0.01%	730

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SHP Wealth Management's BHP Position: Q1 2026 in Review

SHP Wealth Management increased its BHP (BHP) stake by 162% in Q1 2026, buying an estimated $30.6K and bringing the position to 700 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

SHP Wealth Management first reported a position in BHP in Q4 2025 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

SHP Wealth Management held 700 shares of BHP worth $50.9K as of Q1 2026.
SHP Wealth Management bought 433 BHP shares in Q1 2026, an estimated $30.6K.
BHP made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #487 holding.
SHP Wealth Management first reported a position in BHP in Q4 2025 and has held it in 2 quarters since.
734 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.