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Stone House Investment Management’s BHP BHP Stock Holding History

Stone House Investment 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
Q1 		$7.71K Hold
106
– – ﹤0.01% 393
2025
Q4 		$6.4K Buy
106
+10
+10% +$568 ﹤0.01% 384
2025
Q3 		$5.35K Buy
+96
New +$5.11K ﹤0.01% 357
2023
Q3 		– Sell
-31
Closed -$1.84K – 342
2023
Q2 		$1.84K Hold
31
– – ﹤0.01% 273
2023
Q1 		$1.96K Buy
+31
New +$2K ﹤0.01% 250

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

Stone House Investment Management's BHP Position: Q1 2026 in Review

Stone House Investment Management held its BHP (BHP) position steady in Q1 2026 at 106 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Stone House Investment Management first reported a position in BHP in Q1 2023 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Stone House Investment Management held 106 shares of BHP worth $7.71K as of Q1 2026.
  • Stone House Investment Management left its BHP share count unchanged in Q1 2026.
  • BHP made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #393 holding.
  • Stone House Investment Management first reported a position in BHP in Q1 2023 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.