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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
2022
Q1 		– Sell
-6,166
Closed -$332K – 1103
2021
Q4 		$332K Buy
6,166
+6,104
+9,845% +$305K 0.02% 469
2021
Q3 		$294K Buy
+62
New +$3.79K 0.02% 532

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 Securities Group's BHP Position: Q2 2026 in Review

Summit Securities Group reduced its BHP (BHP) stake by 28% in Q2 2026, selling an estimated $41.5K and leaving 1,300 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #370.

Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 24 quarters since. The position peaked at $611K in Q1 2021. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Summit Securities Group held 1,300 shares of BHP worth $108K as of Q2 2026.
  • Summit Securities Group sold 500 BHP shares in Q2 2026, an estimated $41.5K.
  • BHP made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #370 holding.
  • Summit Securities Group first reported a position in BHP in Q3 2013 and has held it in 24 quarters since.
  • Summit Securities Group's BHP position peaked at $611K in Q1 2021.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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