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Sound Income Strategies’s BHP BHP Stock Holding History

Sound Income Strategies’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 		– Sell
-470
Closed -$34.5K – 685
2026
Q1 		$34.5K Buy
470
+48
+11% +$3.39K ﹤0.01% 961
2025
Q4 		$27.4K Buy
422
+291
+222% +$16.5K ﹤0.01% 1016
2025
Q3 		$7.34K Hold
131
– – ﹤0.01% 1080
2025
Q2 		$6.3K Sell
131
-110
-46% -$5.29K ﹤0.01% 1035
2025
Q1 		$11.7K Buy
241
+2
+0.8% +$100 ﹤0.01% 864
2024
Q4 		$11.7K Sell
239
-291
-55% -$15.8K ﹤0.01% 800
2024
Q3 		$32.9K Buy
530
+294
+125% +$16.2K ﹤0.01% 535
2024
Q2 		$13.5K Sell
236
-92
-28% -$5.35K ﹤0.01% 711
2024
Q1 		$18.9K Buy
328
+245
+295% +$14.7K ﹤0.01% 607
2023
Q4 		$5.67K Hold
83
– – ﹤0.01% 868
2023
Q3 		$4.72K Hold
83
– – ﹤0.01% 766
2023
Q2 		$4.95K Hold
83
– – ﹤0.01% 742
2023
Q1 		$5.26K Sell
83
-498
-86% -$32.1K ﹤0.01% 695
2022
Q4 		$36.1K Buy
+581
New +$32.7K ﹤0.01% 299
2021
Q1 		– Sell
-100
Closed -$6K – 975
2020
Q4 		$6K Hold
100
– – ﹤0.01% 545
2020
Q3 		$5K Hold
100
– – ﹤0.01% 534
2020
Q2 		$4K Hold
100
– – ﹤0.01% 524
2020
Q1 		$3K Hold
100
– – ﹤0.01% 514
2019
Q4 		$5K Hold
100
– – ﹤0.01% 446
2019
Q3 		$4K Buy
+100
New +$4.67K ﹤0.01% 448
2018
Q3 		– Sell
-3
Closed – – 697
2018
Q2 		$0 Buy
+3
New +$130 ﹤0.01% 625

Other funds holding BHP

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sound Income Strategies's BHP Position: Q2 2026 in Review

Sound Income Strategies sold out of BHP (BHP) in Q2 2026, closing a stake of 470 shares — an estimated $34.5K sold.

Sound Income Strategies first reported a position in BHP in Q2 2018 and held it in 21 quarters. The position peaked at $36.1K in Q4 2022. 296 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Sound Income Strategies reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 470 BHP shares in Q2 2026, an estimated $34.5K.
  • Sound Income Strategies first reported a position in BHP in Q2 2018 and held it in 21 quarters.
  • Sound Income Strategies's BHP position peaked at $36.1K in Q4 2022.
  • 296 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.