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Stamos Capital Partners’s BHP BHP Stock Holding History

Stamos Capital Partners’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 		$437K Sell
6,011
-3,809
-39% -$269K 0.07% 135
2025
Q4 		$593K Buy
9,820
+867
+10% +$49.3K 0.1% 132
2025
Q3 		$499K Sell
8,953
-7,720
-46% -$411K 0.09% 129
2025
Q2 		$802K Buy
16,673
+6,457
+63% +$310K 0.14% 122
2025
Q1 		$496K Buy
10,216
+26
+0.3% +$1.29K 0.13% 125
2024
Q4 		$498K Buy
10,190
+3,590
+54% +$195K 0.12% 122
2024
Q3 		$410K Buy
6,600
+1,740
+36% +$96.1K 0.1% 113
2024
Q2 		$277K Buy
4,860
+500
+11% +$29.1K 0.06% 136
2024
Q1 		$252K Sell
4,360
-1,490
-25% -$89.2K 0.06% 123
2023
Q4 		$400K Sell
5,850
-8,700
-60% -$525K 0.11% 116
2023
Q3 		$828K Hold
14,550
– – 0.18% 99
2023
Q2 		$868K Buy
14,550
+2,390
+20% +$143K 0.2% 92
2023
Q1 		$771K Hold
12,160
– – 0.2% 86
2022
Q4 		$755K Sell
12,160
-13,640
-53% -$767K 0.24% 88
2022
Q3 		$1.29M Buy
25,800
+21,470
+496% +$1.14M 0.33% 70
2022
Q2 		$243K Buy
+4,330
New +$269K 0.07% 104

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stamos Capital Partners's BHP Position: Q1 2026 in Review

Stamos Capital Partners reduced its BHP (BHP) stake by 39% in Q1 2026, selling an estimated $269K and leaving 6,011 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #135.

Stamos Capital Partners first reported a position in BHP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Stamos Capital Partners held 6,011 shares of BHP worth $437K as of Q1 2026.
  • Stamos Capital Partners sold 3,809 BHP shares in Q1 2026, an estimated $269K.
  • BHP made up 0.07% of Stamos Capital Partners's portfolio in Q1 2026, its #135 holding.
  • Stamos Capital Partners first reported a position in BHP in Q2 2022 and has held it in 16 quarters since.
  • Stamos Capital Partners's BHP position peaked at $1.29M in Q3 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.