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WealthTrust Axiom’s BHP BHP Stock Holding History

WealthTrust Axiom’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 		$995K Hold
13,678
– – 0.24% 90
2025
Q4 		$826K Sell
13,678
-650
-5% -$36.9K 0.21% 97
2025
Q3 		$799K Buy
14,328
+650
+5% +$34.6K 0.21% 99
2025
Q2 		$658K Buy
13,678
+1,525
+13% +$73.3K 0.19% 107
2025
Q1 		$590K Sell
12,153
-250
-2% -$12.4K 0.18% 114
2024
Q4 		$606K Buy
12,403
+500
+4% +$27.2K 0.18% 115
2024
Q3 		$739K Sell
11,903
-600
-5% -$33.1K 0.22% 100
2024
Q2 		$714K Sell
12,503
-400
-3% -$23.2K 0.24% 94
2024
Q1 		$744K Sell
12,903
-120
-0.9% -$7.18K 0.24% 94
2023
Q4 		$890K Sell
13,023
-222
-2% -$13.4K 0.3% 77
2023
Q3 		$753K Hold
13,245
– – 0.27% 79
2023
Q2 		$790K Buy
+13,245
New +$790K 0.26% 85
2022
Q2 		– Sell
-3,385
Closed -$233K – 253
2022
Q1 		$233K Buy
+3,385
New +$206K 0.07% 203
2021
Q3 		– Sell
-3,363
Closed -$218K – 262
2021
Q2 		$218K Hold
3,363
– – 0.07% 219
2021
Q1 		$208K Buy
+3,363
New +$216K 0.07% 210
2014
Q3 		– Sell
-3,548
Closed -$205K – 228
2014
Q2 		$205K Hold
3,548
– – 0.07% 195
2014
Q1 		$203K Hold
3,548
– – 0.07% 181
2013
Q4 		$204K Buy
+3,548
New +$205K 0.08% 163

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust Axiom's BHP Position: Q1 2026 in Review

WealthTrust Axiom held its BHP (BHP) position steady in Q1 2026 at 13,678 shares worth $995K. The position accounts for 0.24% of the portfolio, ranked #90.

WealthTrust Axiom first reported a position in BHP in Q4 2013 and has held it in 18 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • WealthTrust Axiom held 13,678 shares of BHP worth $995K as of Q1 2026.
  • WealthTrust Axiom left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.24% of WealthTrust Axiom's portfolio in Q1 2026, its #90 holding.
  • WealthTrust Axiom first reported a position in BHP in Q4 2013 and has held it in 18 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.