Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s BHP BHP Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$7.53M Sell
88,740
-6,011
-6% -$524K ﹤0.01% 676
2026
Q2 		$7.89M Sell
94,751
-2,224
-2% -$185K ﹤0.01% 685
2026
Q1 		$7.05M Buy
96,975
+5,797
+6% +$410K ﹤0.01% 692
2025
Q4 		$5.5M Sell
91,178
-3,806
-4% -$216K ﹤0.01% 724
2025
Q3 		$5.3M Sell
94,984
-1,130
-1% -$60.1K ﹤0.01% 729
2025
Q2 		$4.62M Buy
96,114
+5,753
+6% +$277K ﹤0.01% 727
2025
Q1 		$4.39M Buy
90,361
+1,627
+2% +$81K ﹤0.01% 741
2024
Q4 		$4.33M Sell
88,734
-13,272
-13% -$721K ﹤0.01% 759
2024
Q3 		$6.34M Sell
102,006
-10,862
-10% -$600K ﹤0.01% 745
2024
Q2 		$6.44M Sell
112,868
-25,169
-18% -$1.46M ﹤0.01% 737
2024
Q1 		$7.96M Sell
138,037
-9,209
-6% -$551K 0.01% 789
2023
Q4 		$10.1M Sell
147,246
-314
-0.2% -$19K 0.01% 769
2023
Q3 		$8.39M Sell
147,560
-8,059
-5% -$471K 0.01% 801
2023
Q2 		$9.29M Sell
155,619
-3,868
-2% -$231K 0.01% 796
2023
Q1 		$10.1M Buy
159,487
+5,770
+4% +$372K 0.01% 786
2022
Q4 		$9.5M Sell
153,717
-1,813
-1% -$102K 0.01% 787
2022
Q3 		$7.78M Sell
155,530
-19,128
-11% -$1.01M 0.01% 810
2022
Q2 		$9.8M Buy
174,658
+1,672
+1% +$104K 0.01% 806
2022
Q1 		$11.9M Buy
+172,986
New +$10.5M 0.01% 779

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BHP Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its BHP (BHP) stake by 6.3% in Q3 2026, selling an estimated $524K and leaving 88,740 shares worth $7.53M. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Sumitomo Mitsui Trust Group first reported a position in BHP in Q1 2022 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2022. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 88,740 shares of BHP worth $7.53M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 6,011 BHP shares in Q3 2026, an estimated $524K.
  • BHP made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #676 holding.
  • Sumitomo Mitsui Trust Group first reported a position in BHP in Q1 2022 and has held it in 19 quarters since.
  • Sumitomo Mitsui Trust Group's BHP position peaked at $11.9M in Q1 2022.
  • 462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.