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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Pacific Wealth Management's BHP Position: Q1 2026 in Review

Western Pacific Wealth Management increased its BHP (BHP) stake by 2% in Q1 2026, buying an estimated $71 and bringing the position to 52 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Western Pacific Wealth Management first reported a position in BHP in Q4 2021 and has held it in 18 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Western Pacific Wealth Management held 52 shares of BHP worth $3.76K as of Q1 2026.
Western Pacific Wealth Management bought 1 BHP share in Q1 2026, an estimated $71.
BHP made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #167 holding.
Western Pacific Wealth Management first reported a position in BHP in Q4 2021 and has held it in 18 quarters since.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.