Trek Financial’s BHP BHP Stock Holding History

Trek Financial’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	$363K	Buy	4,991 +779	+18%	+$55K	0.02%	347
2025 Q4	$254K	Buy	4,212 +498	+13%	+$28.3K	0.01%	388
2025 Q3	$207K	Buy	+3,714	New	+$198K	0.01%	414

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trek Financial's BHP Position: Q1 2026 in Review

Trek Financial increased its BHP (BHP) stake by 18% in Q1 2026, buying an estimated $55K and bringing the position to 4,991 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #347.

Trek Financial first reported a position in BHP in Q3 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Trek Financial held 4,991 shares of BHP worth $363K as of Q1 2026.
Trek Financial bought 779 BHP shares in Q1 2026, an estimated $55K.
BHP made up 0.02% of Trek Financial's portfolio in Q1 2026, its #347 holding.
Trek Financial first reported a position in BHP in Q3 2025 and has held it in 3 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.