Wealth Preservation Advisors’s BHP BHP Stock Holding History

Wealth Preservation Advisors’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	$14.5K	Hold	200	–	–	0.01%	358
2025 Q4	$12.1K	Hold	200	–	–	0.01%	286
2025 Q3	$11.2K	Buy	+200	New	+$10.6K	0.01%	283

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

Wealth Preservation Advisors's BHP Position: Q1 2026 in Review

Wealth Preservation Advisors held its BHP (BHP) position steady in Q1 2026 at 200 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #358.

Wealth Preservation Advisors 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.

Wealth Preservation Advisors held 200 shares of BHP worth $14.5K as of Q1 2026.
Wealth Preservation Advisors left its BHP share count unchanged in Q1 2026.
BHP made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #358 holding.
Wealth Preservation Advisors 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 Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.