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Summit Trail Advisors’s BHP BHP Stock Holding History

Summit Trail Advisors’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 		$1.85M Buy
+25,425
New +$1.8M 0.03% 587
2025
Q4 		– Sell
-4,566
Closed -$255K – 1310
2025
Q3 		$255K Buy
+4,566
New +$243K ﹤0.01% 1242
2024
Q4 		– Sell
-3,709
Closed -$236K – 447
2024
Q3 		$236K Sell
3,709
-310
-8% -$17.1K 0.01% 628
2024
Q2 		$229K Buy
+4,019
New +$234K 0.01% 555
2018
Q1 		– Sell
-3,722
Closed -$165K – 567
2017
Q4 		$165K Buy
+3,722
New +$140K 0.02% 491

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 Trail Advisors's BHP Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in BHP (BHP) in Q1 2026: 25,425 shares worth $1.85M. The stake represents 0.03% of the portfolio and ranks #587 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in BHP as recently as Q3 2025.

Summit Trail Advisors first reported a position in BHP in Q4 2017 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Summit Trail Advisors held 25,425 shares of BHP worth $1.85M as of Q1 2026.
  • BHP was a new Summit Trail Advisors position in Q1 2026.
  • BHP made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #587 holding.
  • Summit Trail Advisors first reported a position in BHP in Q4 2017 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.