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Sowell Financial Services’s BHP BHP Stock Holding History

Sowell Financial Services’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 		$473K Sell
5,679
-91
-2% -$7.55K 0.02% 669
2026
Q1 		$420K Sell
5,770
-1,091
-16% -$77.1K 0.02% 703
2025
Q4 		$414K Buy
6,861
+302
+5% +$17.2K 0.02% 708
2025
Q3 		$366K Buy
6,559
+162
+3% +$8.62K 0.01% 748
2025
Q2 		$308K Buy
6,397
+619
+11% +$29.8K 0.01% 775
2025
Q1 		$280K Buy
+5,778
New +$288K 0.01% 795
2021
Q2 		– Sell
-860
Closed -$60K – 769
2021
Q1 		$60K Buy
860
+271
+46% +$17.4K ﹤0.01% 1571
2020
Q4 		$34K Sell
589
-39
-6% -$1.96K ﹤0.01% 1532
2020
Q3 		$29K Hold
628
– – ﹤0.01% 1391
2020
Q2 		$28K Hold
628
– – ﹤0.01% 1349
2020
Q1 		$21K Sell
628
-60
-9% -$2.5K ﹤0.01% 1370
2019
Q4 		$34K Buy
688
+34
+5% +$1.54K ﹤0.01% 1277
2019
Q3 		$29K Buy
+654
New +$30.5K ﹤0.01% 1152
2017
Q1 		– Sell
-448
Closed -$16K – 285
2016
Q4 		$16K Buy
+448
New +$14.5K 0.01% 440

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Sowell Financial Services's BHP Position: Q2 2026 in Review

Sowell Financial Services reduced its BHP (BHP) stake by 1.6% in Q2 2026, selling an estimated $7.55K and leaving 5,679 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #669.

Sowell Financial Services first reported a position in BHP in Q4 2016 and has held it in 14 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Sowell Financial Services held 5,679 shares of BHP worth $473K as of Q2 2026.
  • Sowell Financial Services sold 91 BHP shares in Q2 2026, an estimated $7.55K.
  • BHP made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #669 holding.
  • Sowell Financial Services first reported a position in BHP in Q4 2016 and has held it in 14 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.