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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
Q2 		$446K Sell
5,349
-662
-11% -$54.9K 0.07% 137
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 $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

Stamos Capital Partners's BHP Position: Q2 2026 in Review

Stamos Capital Partners reduced its BHP (BHP) stake by 11% in Q2 2026, selling an estimated $54.9K and leaving 5,349 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #137.

Stamos Capital Partners first reported a position in BHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q3 2022. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Stamos Capital Partners held 5,349 shares of BHP worth $446K as of Q2 2026.
  • Stamos Capital Partners sold 662 BHP shares in Q2 2026, an estimated $54.9K.
  • BHP made up 0.07% of Stamos Capital Partners's portfolio in Q2 2026, its #137 holding.
  • Stamos Capital Partners first reported a position in BHP in Q2 2022 and has held it in 17 quarters since.
  • Stamos Capital Partners's BHP position peaked at $1.29M in Q3 2022.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.