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RAFFA WEALTH MANAGEMENT, LLC’s BHP BHP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$12K Hold
144
– – ﹤0.01% 387
2026
Q1 		$10.5K Hold
144
– – ﹤0.01% 381
2025
Q4 		$8.69K Buy
144
+101
+235% +$5.74K ﹤0.01% 398
2025
Q3 		$2.4K Hold
43
– – ﹤0.01% 664
2025
Q2 		$2.07K Hold
43
– – ﹤0.01% 676
2025
Q1 		$2.09K Sell
43
-37
-46% -$1.84K ﹤0.01% 621
2024
Q4 		$3.91K Hold
80
– – ﹤0.01% 495
2024
Q3 		$4.97K Hold
80
– – ﹤0.01% 419
2024
Q2 		$4.57K Hold
80
– – ﹤0.01% 552
2024
Q1 		$4.62K Hold
80
– – ﹤0.01% 519
2023
Q4 		$5.46K Hold
80
– – ﹤0.01% 380
2023
Q3 		$4.55K Hold
80
– – ﹤0.01% 393
2023
Q2 		$4.77K Hold
80
– – ﹤0.01% 403
2023
Q1 		$5.07K Hold
80
– – ﹤0.01% 404
2022
Q4 		$4.96K Hold
80
– – ﹤0.01% 386
2022
Q3 		$4K Hold
80
– – ﹤0.01% 434
2022
Q2 		$4.49K Sell
80
-10
-11% -$621 ﹤0.01% 408
2022
Q1 		$6.18K Buy
90
+60
+200% +$3.65K ﹤0.01% 365
2021
Q4 		$1.63K Hold
30
– – ﹤0.01% 716
2021
Q3 		$1.45K Hold
30
– – ﹤0.01% 707
2021
Q2 		$1.97K Hold
30
– – ﹤0.01% 632
2021
Q1 		$1.87K Buy
+30
New +$1.93K ﹤0.01% 658
2017
Q1 		– Sell
-55
Closed -$1.75K – 433
2016
Q4 		$1.75K Sell
55
-17
-24% -$550 ﹤0.01% 301
2016
Q3 		$2.22K Hold
72
– – ﹤0.01% 271
2016
Q2 		$1.83K Buy
72
+20
+38% +$498 ﹤0.01% 279
2016
Q1 		$1.19K Hold
52
– – ﹤0.01% 356
2015
Q4 		$1.19K Hold
52
– – ﹤0.01% 351
2015
Q3 		$1.46K Hold
52
– – ﹤0.01% 318
2015
Q2 		$1.87K Buy
52
+21
+68% +$848 ﹤0.01% 285
2015
Q1 		$1.21K Hold
31
– – ﹤0.01% 343
2014
Q4 		$1.23K Sell
31
-125
-80% -$5.77K ﹤0.01% 313
2014
Q3 		$7.77K Buy
156
+31
+25% +$1.8K 0.01% 165
2014
Q2 		$7.26K Hold
125
– – 0.01% 165
2014
Q1 		$7.18K Buy
125
+94
+303% +$5.27K 0.01% 159
2013
Q4 		$1.23K Buy
+31
New +$1.79K ﹤0.01% 313

Other funds holding BHP

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

RAFFA WEALTH MANAGEMENT, LLC's BHP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its BHP (BHP) position steady in Q2 2026 at 144 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BHP in Q4 2013 and has held it in 35 quarters since. 259 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 144 shares of BHP worth $12K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its BHP share count unchanged in Q2 2026.
  • BHP made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #387 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in BHP in Q4 2013 and has held it in 35 quarters since.
  • 259 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.