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Summit Securities Group’s BHP BHP Stock Holding History

Summit Securities 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
Q1 		$131K Sell
1,800
-400
-18% -$28.3K 0.02% 259
2025
Q4 		$133K Hold
2,200
– – 0.02% 414
2025
Q3 		$123K Buy
2,200
+700
+47% +$37.2K 0.03% 350
2025
Q2 		$72.1K Hold
1,500
– – 0.01% 425
2025
Q1 		$72.8K Sell
1,500
-600
-29% -$29.9K 0.01% 259
2024
Q4 		$103K Hold
2,100
– – 0.02% 229
2024
Q3 		$130K Buy
+2,100
New +$116K 0.03% 174
2024
Q1 		– Sell
-1,700
Closed -$116K – 490
2023
Q4 		$116K Sell
1,700
-2,291
-57% -$138K 0.01% 312
2023
Q3 		$227K Buy
3,991
+1,391
+54% +$81.3K 0.02% 175
2023
Q2 		$155K Sell
2,600
-100
-4% -$5.96K 0.02% 243
2023
Q1 		$171K Sell
2,700
-1,900
-41% -$123K 0.01% 230
2022
Q4 		$285K Sell
4,600
-1,300
-22% -$73.1K 0.01% 411
2022
Q3 		$295K Sell
5,900
-400
-6% -$21.2K 0.02% 346
2022
Q2 		$354K Sell
6,300
-1,547
-20% -$96K 0.04% 224
2022
Q1 		$541K Buy
+7,847
New +$477K 0.06% 218
2021
Q3 		– Sell
-3,139
Closed -$192K – 693
2021
Q2 		$204K Sell
3,139
-6,726
-68% -$445K 0.02% 652
2021
Q1 		$611K Buy
+9,865
New +$635K 0.07% 281
2017
Q4 		– Sell
-10,650
Closed -$385K – 181
2017
Q3 		$385K Buy
+10,650
New +$389K 0.07% 127
2015
Q2 		– Sell
-946
Closed -$37K – 471
2015
Q1 		$37K Buy
946
+473
+100% +$19.2K 0.03% 221
2014
Q4 		$19K Hold
473
– – 0.01% 402
2014
Q3 		$24K Buy
+473
New +$27.5K 0.01% 465
2014
Q1 		– Sell
-4,731
Closed -$273K – 412
2013
Q4 		$273K Hold
4,731
– – 0.05% 147
2013
Q3 		$266K Buy
+4,731
New +$257K 0.09% 97

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

Summit Securities Group's BHP Position: Q1 2026 in Review

Summit Securities Group reduced its BHP (BHP) stake by 18% in Q1 2026, selling an estimated $28.3K and leaving 1,800 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #259.

Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 23 quarters since. The position peaked at $611K in Q1 2021. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Summit Securities Group held 1,800 shares of BHP worth $131K as of Q1 2026.
  • Summit Securities Group sold 400 BHP shares in Q1 2026, an estimated $28.3K.
  • BHP made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #259 holding.
  • Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 23 quarters since.
  • Summit Securities Group's BHP position peaked at $611K in Q1 2021.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.