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 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 $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

Sigma Planning Corp's BHP Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in BHP (BHP) in Q1 2026: 10,907 shares worth $793K. The stake represents 0.02% of the portfolio and ranks #660 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in BHP as recently as Q3 2024.

Sigma Planning Corp first reported a position in BHP in Q4 2015 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Sigma Planning Corp held 10,907 shares of BHP worth $793K as of Q1 2026.
BHP was a new Sigma Planning Corp position in Q1 2026.
BHP made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #660 holding.
Sigma Planning Corp first reported a position in BHP in Q4 2015 and has held it in 6 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.