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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 $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.