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Summit Global Investments’s BHP BHP Stock Holding History

Summit Global Investments’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 		$450K Buy
+5,404
New +$449K 0.02% 361
2025
Q3 		– Sell
-8,025
Closed -$386K – 476
2025
Q2 		$386K Sell
8,025
-8,856
-52% -$426K 0.02% 345
2025
Q1 		$819K Sell
16,881
-69,466
-80% -$3.46M 0.06% 198
2024
Q4 		$4.22M Buy
+86,347
New +$4.69M 0.26% 85
2024
Q3 		– Sell
-91,712
Closed -$5.24M – 507
2024
Q2 		$5.24M Buy
+91,712
New +$5.33M 0.35% 61

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

Summit Global Investments's BHP Position: Q2 2026 in Review

Summit Global Investments opened a new position in BHP (BHP) in Q2 2026: 5,404 shares worth $450K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in BHP as recently as Q2 2025.

Summit Global Investments first reported a position in BHP in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.24M in Q2 2024. 821 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Summit Global Investments held 5,404 shares of BHP worth $450K as of Q2 2026.
  • BHP was a new Summit Global Investments position in Q2 2026.
  • BHP made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #361 holding.
  • Summit Global Investments first reported a position in BHP in Q2 2024 and has held it in 5 quarters since.
  • Summit Global Investments's BHP position peaked at $5.24M in Q2 2024.
  • 821 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.