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Sunbelt Securities’s BHP BHP Stock Holding History

Sunbelt Securities’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 		$52.7K Sell
725
-559
-44% -$39.5K ﹤0.01% 1003
2025
Q4 		$77.5K Hold
1,284
– – 0.01% 888
2025
Q3 		$71.6K Sell
1,284
-25
-2% -$1.33K ﹤0.01% 911
2025
Q2 		$63.9K Buy
1,309
+25
+2% +$1.2K 0.01% 880
2025
Q1 		$62.3K Sell
1,284
-25
-2% -$1.25K 0.01% 859
2024
Q4 		$63.8K Sell
1,309
-1,804
-58% -$98.1K 0.01% 878
2024
Q3 		$193K Sell
3,113
-717
-19% -$39.6K 0.02% 599
2024
Q2 		$219K Buy
3,830
+1,695
+79% +$98.5K 0.02% 538
2024
Q1 		$123K Buy
2,135
+231
+12% +$13.8K 0.01% 662
2023
Q4 		$130K Sell
1,904
-99
-5% -$5.98K 0.02% 608
2023
Q3 		$114K Sell
2,003
-7
-0.3% -$409 0.02% 618
2023
Q2 		$120K Buy
2,010
+1,777
+763% +$106K 0.02% 594
2023
Q1 		$14.7K Buy
+233
New +$15K ﹤0.01% 1033

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunbelt Securities's BHP Position: Q1 2026 in Review

Sunbelt Securities reduced its BHP (BHP) stake by 44% in Q1 2026, selling an estimated $39.5K and leaving 725 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Sunbelt Securities first reported a position in BHP in Q1 2023 and has held it in 13 quarters since. The position peaked at $219K in Q2 2024. 735 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Sunbelt Securities held 725 shares of BHP worth $52.7K as of Q1 2026.
  • Sunbelt Securities sold 559 BHP shares in Q1 2026, an estimated $39.5K.
  • BHP made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1003 holding.
  • Sunbelt Securities first reported a position in BHP in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's BHP position peaked at $219K in Q2 2024.
  • 735 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.