Sigma Planning Corp’s BHP BHP Stock Holding History

Sigma Planning Corp’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 Q2	$1.32M	Buy	15,836 +4,929	+45%	+$409K	0.03%	491
2026 Q1	$793K	Buy	+10,907	New	+$771K	0.02%	660
2024 Q4	–	Sell	-3,767	Closed	-$235K	–	1172
2024 Q3	$235K	Buy	+3,767	New	+$208K	0.01%	1064
2023 Q2	–	Sell	-4,529	Closed	-$287K	–	1222
2023 Q1	$287K	Buy	+4,529	New	+$292K	0.01%	1020
2022 Q2	–	Sell	-3,130	Closed	-$216K	–	1307
2022 Q1	$216K	Buy	+3,130	New	+$190K	0.01%	1211
2017 Q1	–	Sell	-6,919	Closed	-$221K	–	780
2016 Q4	$221K	Buy	+6,919	New	+$224K	0.02%	607
2016 Q1	–	Sell	-20,352	Closed	-$468K	–	704
2015 Q4	$468K	Buy	+20,352	New	+$544K	0.07%	334

Other funds holding BHP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sigma Planning Corp's BHP Position: Q2 2026 in Review

Sigma Planning Corp increased its BHP (BHP) stake by 45% in Q2 2026, buying an estimated $409K and bringing the position to 15,836 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #491.

Sigma Planning Corp first reported a position in BHP in Q4 2015 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Sigma Planning Corp held 15,836 shares of BHP worth $1.32M as of Q2 2026.
Sigma Planning Corp bought 4,929 BHP shares in Q2 2026, an estimated $409K.
BHP made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #491 holding.
Sigma Planning Corp first reported a position in BHP in Q4 2015 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.