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Townsend & Associates’s BHP BHP Stock Holding History

Townsend & Associates’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
Q2 		$49.8M Buy
619,268
+532
+0.1% +$44.2K 4.25% 3
2026
Q1 		$49.8M Sell
618,736
-7,345
-1% -$519K 4.3% 3
2025
Q4 		$41.3M Buy
626,081
+8,308
+1% +$472K 3.69% 7
2025
Q3 		$34.3M Buy
617,773
+17,198
+3% +$915K 3.26% 10
2025
Q2 		$31.9M Buy
600,575
+240,075
+67% +$11.5M 3.16% 9
2025
Q1 		$16.9M Buy
360,500
+89,845
+33% +$4.47M 1.76% 19
2024
Q4 		$13.6M Buy
270,655
+9,065
+3% +$493K 1.39% 33
2024
Q3 		$14.6M Buy
261,590
+10,360
+4% +$572K 1.5% 30
2024
Q2 		$13.9M Buy
251,230
+6,739
+3% +$392K 1.54% 31
2024
Q1 		$14.4M Buy
244,491
+8,054
+3% +$482K 1.67% 28
2023
Q4 		$14.7M Buy
236,437
+90,105
+62% +$5.44M 1.84% 18
2023
Q3 		$8.37M Buy
146,332
+17,339
+13% +$1.01M 1.77% 19
2023
Q2 		$8.28M Buy
128,993
+24,649
+24% +$1.47M 2.13% 11
2023
Q1 		$6.16M Buy
104,344
+12,576
+14% +$811K 2.47% 8
2022
Q4 		$6.12M Buy
91,768
+17,821
+24% +$1M 3.03% 6
2022
Q3 		$3.94M Buy
+73,947
New +$3.92M 1.82% 10

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Townsend & Associates's BHP Position: Q2 2026 in Review

Townsend & Associates increased its BHP (BHP) stake by 0.09% in Q2 2026, buying an estimated $44.2K and bringing the position to 619,268 shares worth $49.8M. The position accounts for 4.25% of the portfolio, ranked #3.

Townsend & Associates first reported a position in BHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $49.8M in Q1 2026. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Townsend & Associates held 619,268 shares of BHP worth $49.8M as of Q2 2026.
  • Townsend & Associates bought 532 BHP shares in Q2 2026, an estimated $44.2K.
  • BHP made up 4.25% of Townsend & Associates's portfolio in Q2 2026, its #3 holding.
  • Townsend & Associates first reported a position in BHP in Q3 2022 and has held it in 16 quarters since.
  • Townsend & Associates's BHP position peaked at $49.8M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.