Steward Partners Investment Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Buy |
12,130
+4,267
| +54% | +$302K | ﹤0.01% | 1234 |
|
|
2025
Q4 | $475K | Buy |
7,863
+494
| +7% | +$28.1K | ﹤0.01% | 1456 |
|
|
2025
Q3 | $411K | Buy |
7,369
+303
| +4% | +$16.1K | ﹤0.01% | 1482 |
|
|
2025
Q2 | $340K | Sell |
7,066
-662
| -9% | -$31.8K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $375K | Sell |
7,728
-10,765
| -58% | -$536K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $903K | Buy |
18,493
+134
| +0.7% | +$7.28K | 0.01% | 913 |
|
|
2024
Q3 | $1.14M | Sell |
18,359
-440
| -2% | -$24.3K | 0.01% | 813 |
|
|
2024
Q2 | $1.07M | Sell |
18,799
-4,583
| -20% | -$266K | 0.01% | 789 |
|
|
2024
Q1 | $1.35M | Sell |
23,382
-581
| -2% | -$34.8K | 0.01% | 703 |
|
|
2023
Q4 | $1.64M | Buy |
23,963
+2,776
| +13% | +$168K | 0.02% | 560 |
|
|
2023
Q3 | $1.21M | Buy |
21,187
+1,228
| +6% | +$71.8K | 0.02% | 616 |
|
|
2023
Q2 | $1.19M | Sell |
19,959
-189
| -0.9% | -$11.3K | 0.02% | 637 |
|
|
2023
Q1 | $1.28M | Sell |
20,148
-2,487
| -11% | -$160K | 0.02% | 610 |
|
|
2022
Q4 | $1.4M | Buy |
22,635
+7,887
| +53% | +$444K | 0.02% | 552 |
|
|
2022
Q3 | $738K | Buy |
14,748
+540
| +4% | +$28.6K | 0.01% | 729 |
|
|
2022
Q2 | $798K | Sell |
14,208
-858
| -6% | -$53.3K | 0.01% | 710 |
|
|
2022
Q1 | $1.04M | Sell |
15,066
-6,412
| -30% | -$390K | 0.02% | 675 |
|
|
2021
Q4 | $1.16M | Buy |
21,478
+244
| +1% | +$12.2K | 0.02% | 645 |
|
|
2021
Q3 | $1.01M | Buy |
21,234
+3,709
| +21% | +$227K | 0.02% | 659 |
|
|
2021
Q2 | $1.14M | Sell |
17,525
-2,744
| -14% | -$181K | 0.02% | 623 |
|
|
2021
Q1 | $1.25M | Sell |
20,269
-12
| -0.1% | -$772 | 0.02% | 571 |
|
|
2020
Q4 | $1.18M | Sell |
20,281
-2,130
| -10% | -$107K | 0.03% | 512 |
|
|
2020
Q3 | $1.03M | Sell |
22,411
-2,232
| -9% | -$107K | 0.03% | 479 |
|
|
2020
Q2 | $1.09M | Buy |
24,643
+27
| +0.1% | +$1.06K | 0.03% | 427 |
|
|
2020
Q1 | $805K | Sell |
24,616
-295
| -1% | -$12.3K | 0.03% | 436 |
|
|
2019
Q4 | $1.22M | Buy |
24,911
+1,737
| +7% | +$78.9K | 0.04% | 404 |
|
|
2019
Q3 | $1.02M | Buy |
23,174
+2,057
| +10% | +$96.1K | 0.03% | 404 |
|
|
2019
Q2 | $1.09M | Buy |
21,117
+912
| +5% | +$44.1K | 0.04% | 371 |
|
|
2019
Q1 | $985K | Sell |
20,205
-16
| -0.1% | -$729 | 0.04% | 362 |
|
|
2018
Q4 | $871K | Buy |
20,221
+4
| +0% | +$168 | 0.04% | 359 |
|
|
2018
Q3 | $899K | Sell |
20,217
-82
| -0.4% | -$3.55K | 0.04% | 374 |
|
|
2018
Q2 | $906K | Hold |
20,299
| – | – | 0.05% | 318 |
|
|
2018
Q1 | $804K | Hold |
20,299
| – | – | 0.06% | 307 |
|
|
2017
Q4 | $832K | Hold |
20,299
| – | – | 0.06% | 265 |
|
|
2017
Q3 | $733K | Hold |
20,299
| – | – | 0.07% | 235 |
|
|
2017
Q2 | $644K | Sell |
20,299
-42
| -0.2% | -$1.33K | 0.07% | 236 |
|
|
2017
Q1 | $659K | Buy |
20,341
+7,998
| +65% | +$276K | 0.1% | 172 |
|
|
2016
Q4 | $393K | Buy |
+12,343
| New | +$399K | 0.18% | 123 |
|
Other funds holding BHP
Steward Partners Investment Advisory's BHP Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its BHP (BHP) stake by 54% in Q1 2026, buying an estimated $302K and bringing the position to 12,130 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.
Steward Partners Investment Advisory first reported a position in BHP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.64M in Q4 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.
- Steward Partners Investment Advisory held 12,130 shares of BHP worth $882K as of Q1 2026.
- Steward Partners Investment Advisory bought 4,267 BHP shares in Q1 2026, an estimated $302K.
- BHP made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1234 holding.
- Steward Partners Investment Advisory first reported a position in BHP in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's BHP position peaked at $1.64M in Q4 2023.
- 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.