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Spire Wealth Management’s BHP BHP Stock Holding History

Spire 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
Q2 		$82.6K Sell
991
-5
-0.5% -$415 ﹤0.01% 1028
2026
Q1 		$72.4K Sell
996
-583
-37% -$41.2K ﹤0.01% 1072
2025
Q4 		$95.3K Buy
1,579
+3
+0.2% +$170 ﹤0.01% 1001
2025
Q3 		$87.9K Buy
1,576
+578
+58% +$30.8K ﹤0.01% 1035
2025
Q2 		$48K Sell
998
-2,259
-69% -$109K ﹤0.01% 1212
2025
Q1 		$158K Sell
3,257
-1,220
-27% -$60.7K 0.01% 880
2024
Q4 		$219K Sell
4,477
-753
-14% -$40.9K 0.01% 794
2024
Q3 		$325K Sell
5,230
-935
-15% -$51.6K 0.01% 623
2024
Q2 		$352K Sell
6,165
-30
-0.5% -$1.74K 0.01% 569
2024
Q1 		$357K Sell
6,195
-1,520
-20% -$91K 0.01% 608
2023
Q4 		$467K Sell
7,715
-501
-6% -$30.2K 0.02% 530
2023
Q3 		$467K Sell
8,216
-377
-4% -$22K 0.02% 490
2023
Q2 		$513K Sell
8,593
-22
-0.3% -$1.31K 0.02% 482
2023
Q1 		$546K Buy
8,615
+563
+7% +$36.3K 0.02% 471
2022
Q4 		$500K Sell
8,052
-208
-3% -$11.7K 0.03% 360
2022
Q3 		$413K Sell
8,260
-147
-2% -$7.78K 0.03% 366
2022
Q2 		$472K Buy
8,407
+1,072
+15% +$66.6K 0.02% 494
2022
Q1 		$505K Buy
7,335
+1,821
+33% +$111K 0.01% 571
2021
Q4 		$297K Buy
5,514
+187
+4% +$9.35K 0.01% 907
2021
Q3 		$254K Buy
5,327
+342
+7% +$20.9K 0.01% 827
2021
Q2 		$324K Sell
4,985
-48
-1% -$3.17K 0.01% 747
2021
Q1 		$339K Buy
+5,033
New +$324K 0.01% 803

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spire Wealth Management's BHP Position: Q2 2026 in Review

Spire Wealth Management reduced its BHP (BHP) stake by 0.5% in Q2 2026, selling an estimated $415 and leaving 991 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Spire Wealth Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since. The position peaked at $546K in Q1 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Spire Wealth Management held 991 shares of BHP worth $82.6K as of Q2 2026.
  • Spire Wealth Management sold 5 BHP shares in Q2 2026, an estimated $415.
  • BHP made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Spire Wealth Management first reported a position in BHP in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's BHP position peaked at $546K in Q1 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.