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Successful Portfolios’s BHP BHP Stock Holding History

Successful Portfolios’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 		$336K Sell
4,137
-1,009
-20% -$83.7K 0.16% 127
2026
Q1 		$367K Sell
5,146
-976
-16% -$69K 0.2% 99
2025
Q4 		$378K Buy
6,122
+923
+18% +$52.4K 0.19% 113
2025
Q3 		$290K Buy
5,199
+423
+9% +$22.5K 0.17% 121
2025
Q2 		$230K Sell
4,776
-16
-0.3% -$769 0.14% 149
2025
Q1 		$233K Buy
4,792
+22
+0.5% +$1.09K 0.16% 133
2024
Q4 		$233K Buy
4,770
+61
+1% +$3.32K 0.16% 130
2024
Q3 		$292K Sell
4,709
-95
-2% -$5.25K 0.2% 105
2024
Q2 		$274K Buy
4,804
+7
+0.1% +$407 0.19% 109
2024
Q1 		$277K Sell
4,797
-49
-1% -$2.93K 0.19% 112
2023
Q4 		$331K Sell
4,846
-19
-0.4% -$1.15K 0.25% 92
2023
Q3 		$277K Hold
4,865
– – 0.25% 96
2023
Q2 		$290K Sell
4,865
-110
-2% -$6.56K 0.25% 90
2023
Q1 		$315K Hold
4,975
– – 0.2% 128
2022
Q4 		$309K Hold
4,975
– – 0.2% 130
2022
Q3 		$249K Hold
4,975
– – 0.18% 149
2022
Q2 		$279K Sell
4,975
-535
-10% -$33.2K 0.19% 137
2022
Q1 		$380K Buy
5,510
+23
+0.4% +$1.4K 0.22% 118
2021
Q4 		$295K Buy
5,487
+1,042
+23% +$52.1K 0.16% 147
2021
Q3 		$212K Buy
4,445
+449
+11% +$27.4K 0.13% 185
2021
Q2 		$260K Hold
3,996
– – 0.16% 160
2021
Q1 		$247K Hold
3,996
– – 0.16% 153
2020
Q4 		$233K Buy
+3,996
New +$200K 0.17% 148
2019
Q3 		– Sell
-4,014
Closed -$208K – 155
2019
Q2 		$208K Buy
+4,014
New +$194K 0.22% 126

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

Successful Portfolios's BHP Position: Q2 2026 in Review

Successful Portfolios reduced its BHP (BHP) stake by 20% in Q2 2026, selling an estimated $83.7K and leaving 4,137 shares worth $336K. The position accounts for 0.16% of the portfolio, ranked #127.

Successful Portfolios first reported a position in BHP in Q2 2019 and has held it in 24 quarters since. The position peaked at $380K in Q1 2022. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Successful Portfolios held 4,137 shares of BHP worth $336K as of Q2 2026.
  • Successful Portfolios sold 1,009 BHP shares in Q2 2026, an estimated $83.7K.
  • BHP made up 0.16% of Successful Portfolios's portfolio in Q2 2026, its #127 holding.
  • Successful Portfolios first reported a position in BHP in Q2 2019 and has held it in 24 quarters since.
  • Successful Portfolios's BHP position peaked at $380K in Q1 2022.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.