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Walser Wealth Management’s BHP BHP Stock Holding History

Walser 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 		$337K Buy
4,048
+235
+6% +$19.5K 0.14% 150
2026
Q1 		$277K Buy
3,813
+220
+6% +$15.5K 0.12% 138
2025
Q4 		$217K Buy
+3,593
New +$204K 0.11% 134

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Walser Wealth Management increased its BHP (BHP) stake by 6.2% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,048 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #150.

Walser Wealth Management first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Walser Wealth Management held 4,048 shares of BHP worth $337K as of Q2 2026.
  • Walser Wealth Management bought 235 BHP shares in Q2 2026, an estimated $19.5K.
  • BHP made up 0.14% of Walser Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Walser Wealth Management first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.