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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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

Wedmont Private Capital's BHP Position: Q2 2026 in Review

Wedmont Private Capital reduced its BHP (BHP) stake by 17% in Q2 2026, selling an estimated $79.5K and leaving 4,645 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #658.

Wedmont Private Capital first reported a position in BHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $489K in Q4 2025. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Wedmont Private Capital held 4,645 shares of BHP worth $379K as of Q2 2026.
  • Wedmont Private Capital sold 958 BHP shares in Q2 2026, an estimated $79.5K.
  • BHP made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #658 holding.
  • Wedmont Private Capital first reported a position in BHP in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's BHP position peaked at $489K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.