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Wedmont Private Capital’s BHP BHP Stock Holding History

Wedmont Private Capital’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
Q3 		$435K Buy
5,125
+480
+10% +$41.8K 0.01% 637
2026
Q2 		$379K Sell
4,645
-958
-17% -$79.5K 0.01% 658
2026
Q1 		$431K Sell
5,603
-2,056
-27% -$145K 0.01% 548
2025
Q4 		$489K Buy
7,659
+777
+11% +$44.1K 0.02% 484
2025
Q3 		$380K Buy
6,882
+292
+4% +$15.5K 0.01% 547
2025
Q2 		$327K Sell
6,590
-198
-3% -$9.52K 0.01% 543
2025
Q1 		$307K Buy
6,788
+276
+4% +$13.7K 0.02% 514
2024
Q4 		$316K Sell
6,512
-112
-2% -$6.09K 0.02% 526
2024
Q3 		$403K Buy
6,624
+484
+8% +$26.7K 0.02% 427
2024
Q2 		$364K Buy
6,140
+1,955
+47% +$114K 0.02% 433
2024
Q1 		$253K Buy
4,185
+670
+19% +$40.1K 0.02% 497
2023
Q4 		$232K Buy
+3,515
New +$212K 0.02% 491

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Wedmont Private Capital's BHP Position: Q3 2026 in Review

Wedmont Private Capital increased its BHP (BHP) stake by 10% in Q3 2026, buying an estimated $41.8K and bringing the position to 5,125 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #637.

Wedmont Private Capital first reported a position in BHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $489K in Q4 2025. 45 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Wedmont Private Capital held 5,125 shares of BHP worth $435K as of Q3 2026.
  • Wedmont Private Capital bought 480 BHP shares in Q3 2026, an estimated $41.8K.
  • BHP made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #637 holding.
  • Wedmont Private Capital first reported a position in BHP in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's BHP position peaked at $489K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.