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West Family Investments’s BHP BHP Stock Holding History

West Family Investments’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 		$515K Sell
7,074
-4,477
-39% -$316K 0.18% 104
2025
Q4 		$697K Hold
11,551
– – 0.16% 124
2025
Q3 		$644K Buy
11,551
+768
+7% +$40.9K 0.14% 129
2025
Q2 		$519K Buy
10,783
+1,163
+12% +$55.9K 0.14% 153
2025
Q1 		$467K Sell
9,620
-2,913
-23% -$145K 0.18% 116
2024
Q4 		$612K Buy
12,533
+2,464
+24% +$134K 0.21% 91
2024
Q3 		$625K Buy
10,069
+1,756
+21% +$97K 0.21% 97
2024
Q2 		$475K Buy
8,313
+27
+0.3% +$1.57K 0.14% 115
2024
Q1 		$478K Hold
8,286
– – 0.15% 114
2023
Q4 		$566K Buy
8,286
+459
+6% +$27.7K 0.19% 87
2023
Q3 		$445K Sell
7,827
-1,877
-19% -$110K 0.16% 104
2023
Q2 		$579K Buy
+9,704
New +$579K 0.23% 89
2023
Q1 		– Sell
-10,385
Closed -$644K – 215
2022
Q4 		$644K Buy
10,385
+209
+2% +$11.8K 0.22% 80
2022
Q3 		$509K Buy
+10,176
New +$539K 0.21% 99
2022
Q2 		– Sell
-17,727
Closed -$1.22M – 240
2022
Q1 		$1.22M Buy
17,727
+718
+4% +$43.6K 0.35% 53
2021
Q4 		$916K Sell
17,009
-1,970
-10% -$98.5K 0.25% 74
2021
Q3 		$906K Buy
18,979
+2,496
+15% +$152K 0.24% 78
2021
Q2 		$1.07M Buy
+16,483
New +$1.09M 0.29% 51

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

West Family Investments's BHP Position: Q1 2026 in Review

West Family Investments reduced its BHP (BHP) stake by 39% in Q1 2026, selling an estimated $316K and leaving 7,074 shares worth $515K. The position accounts for 0.18% of the portfolio, ranked #104.

West Family Investments first reported a position in BHP in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q1 2022. 731 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • West Family Investments held 7,074 shares of BHP worth $515K as of Q1 2026.
  • West Family Investments sold 4,477 BHP shares in Q1 2026, an estimated $316K.
  • BHP made up 0.18% of West Family Investments's portfolio in Q1 2026, its #104 holding.
  • West Family Investments first reported a position in BHP in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's BHP position peaked at $1.22M in Q1 2022.
  • 731 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.