Western Pacific Wealth Management’s BHP BHP Stock Holding History

Western Pacific Wealth Management’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	–	Sell	-52	Closed	-$3.76K	–	184
2026 Q1	$3.76K	Buy	52 +1	+2%	+$71	﹤0.01%	167
2025 Q4	$3.06K	Hold	51	–	–	﹤0.01%	163
2025 Q3	$2.82K	Buy	51 +1	+2%	+$53	﹤0.01%	176
2025 Q2	$2.38K	Hold	50	–	–	﹤0.01%	185
2025 Q1	$2.4K	Buy	50 +1	+2%	+$50	﹤0.01%	186
2024 Q4	$2.37K	Buy	49 +2	+4%	+$109	﹤0.01%	192
2024 Q3	$2.94K	Hold	47	–	–	﹤0.01%	228
2024 Q2	$2.71K	Buy	47 +1	+2%	+$58	﹤0.01%	204
2024 Q1	$2.67K	Hold	46	–	–	﹤0.01%	235
2023 Q4	$3.16K	Hold	46	–	–	﹤0.01%	213
2023 Q3	$2.63K	Buy	46 +1	+2%	+$58	﹤0.01%	245
2023 Q2	$2.69K	Hold	45	–	–	﹤0.01%	251
2023 Q1	$2.85K	Hold	45	–	–	﹤0.01%	258
2022 Q4	$2.79K	Hold	45	–	–	﹤0.01%	255
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	219
2022 Q2	$2K	Sell	45 -5	-10%	-$310	﹤0.01%	173
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	188
2021 Q4	$2K	Buy	+50	New	+$2.5K	﹤0.01%	201

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Western Pacific Wealth Management's BHP Position: Q2 2026 in Review

Western Pacific Wealth Management sold out of BHP (BHP) in Q2 2026, closing a stake of 52 shares — an estimated $3.76K sold.

Western Pacific Wealth Management first reported a position in BHP in Q4 2021 and held it in 18 quarters. The position peaked at $3.76K in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Western Pacific Wealth Management reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
Western Pacific Wealth Management sold 52 BHP shares in Q2 2026, an estimated $3.76K.
Western Pacific Wealth Management first reported a position in BHP in Q4 2021 and held it in 18 quarters.
Western Pacific Wealth Management's BHP position peaked at $3.76K in Q1 2026.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.