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Venturi Wealth Management’s BHP BHP Stock Holding History

Venturi Wealth Management’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 		$1.09M Buy
13,113
+1,929
+17% +$160K 0.04% 212
2026
Q1 		$814K Buy
11,184
+3,716
+50% +$263K 0.04% 233
2025
Q4 		$451K Buy
7,468
+3,060
+69% +$174K 0.02% 372
2025
Q3 		$246K Sell
4,408
-2,021
-31% -$108K 0.01% 489
2025
Q2 		$309K Buy
6,429
+2,072
+48% +$99.6K 0.02% 415
2025
Q1 		$211K Sell
4,357
-183
-4% -$9.11K 0.01% 533
2024
Q4 		$222K Sell
4,540
-64
-1% -$3.48K 0.01% 519
2024
Q3 		$286K Buy
4,604
+118
+3% +$6.52K 0.02% 392
2024
Q2 		$256K Sell
4,486
-3,061
-41% -$178K 0.02% 370
2024
Q1 		$435K Buy
7,547
+40
+0.5% +$2.39K 0.03% 278
2023
Q4 		$513K Buy
7,507
+1,556
+26% +$93.9K 0.04% 259
2023
Q3 		$339K Buy
5,951
+127
+2% +$7.42K 0.03% 280
2023
Q2 		$347K Buy
5,824
+1,208
+26% +$72K 0.03% 255
2023
Q1 		$293K Buy
4,616
+527
+13% +$34K 0.02% 285
2022
Q4 		$254K Buy
+4,089
New +$230K 0.02% 304
2019
Q3 		– Sell
-6,985
Closed -$362K – 229
2019
Q2 		$362K Sell
6,985
-1,002
-13% -$48.4K 0.05% 175
2019
Q1 		$399K Buy
+7,987
New +$364K 0.05% 170

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
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

Venturi Wealth Management's BHP Position: Q2 2026 in Review

Venturi Wealth Management increased its BHP (BHP) stake by 17% in Q2 2026, buying an estimated $160K and bringing the position to 13,113 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #212.

Venturi Wealth Management first reported a position in BHP in Q1 2019 and has held it in 17 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Venturi Wealth Management held 13,113 shares of BHP worth $1.09M as of Q2 2026.
  • Venturi Wealth Management bought 1,929 BHP shares in Q2 2026, an estimated $160K.
  • BHP made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Venturi Wealth Management first reported a position in BHP in Q1 2019 and has held it in 17 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.