WA
BHP icon

Whipplewood Advisors’s BHP BHP Stock Holding History

Whipplewood Advisors’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 		$4.17K Sell
50
-371
-88% -$30.8K ﹤0.01% 336
2026
Q1 		$30.6K Buy
421
+416
+8,320% +$29.4K 0.02% 329
2025
Q4 		$302 Buy
+5
New +$284 ﹤0.01% 485
2025
Q3 		– Sell
-484
Closed -$23.3K – 392
2025
Q2 		$23.3K Sell
484
-2,546
-84% -$122K 0.01% 433
2025
Q1 		$148K Sell
3,030
-334
-10% -$16.6K 0.09% 185
2024
Q4 		$164K Buy
+3,364
New +$183K 0.09% 180

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whipplewood Advisors's BHP Position: Q2 2026 in Review

Whipplewood Advisors reduced its BHP (BHP) stake by 88% in Q2 2026, selling an estimated $30.8K and leaving 50 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Whipplewood Advisors first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $164K in Q4 2024. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Whipplewood Advisors held 50 shares of BHP worth $4.17K as of Q2 2026.
  • Whipplewood Advisors sold 371 BHP shares in Q2 2026, an estimated $30.8K.
  • BHP made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #336 holding.
  • Whipplewood Advisors first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's BHP position peaked at $164K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.