Williams Jones Wealth Management’s BHP BHP Stock Holding History

Williams Jones 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	$389K	Buy	5,346 +277	+5%	+$19.6K	﹤0.01%	390
2025 Q4	$306K	Hold	5,069	–	–	﹤0.01%	419
2025 Q3	$283K	Hold	5,069	–	–	﹤0.01%	423
2025 Q2	$244K	Hold	5,069	–	–	﹤0.01%	451
2025 Q1	$246K	Hold	5,069	–	–	﹤0.01%	431
2024 Q4	$248K	Sell	5,069 -258	-5%	-$14K	﹤0.01%	439
2024 Q3	$331K	Hold	5,327	–	–	﹤0.01%	418
2024 Q2	$304K	Sell	5,327 -345	-6%	-$20K	﹤0.01%	415
2024 Q1	$327K	Hold	5,672	–	–	﹤0.01%	416
2023 Q4	$387K	Hold	5,672	–	–	0.01%	385
2023 Q3	$323K	Sell	5,672 -288	-5%	-$16.8K	0.01%	405
2023 Q2	$356K	Sell	5,960 -3,213	-35%	-$192K	0.01%	405
2023 Q1	$582K	Buy	9,173 +1,219	+15%	+$78.6K	0.01%	339
2022 Q4	$494K	Buy	7,954 +1,141	+17%	+$64.2K	0.01%	358
2022 Q3	$341K	Sell	6,813 -3,087	-31%	-$163K	0.01%	420
2022 Q2	$556K	Buy	9,900 +5,417	+121%	+$336K	0.01%	346
2022 Q1	$309K	Buy	+4,483	New	+$272K	﹤0.01%	412

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

Williams Jones Wealth Management's BHP Position: Q1 2026 in Review

Williams Jones Wealth Management increased its BHP (BHP) stake by 5.5% in Q1 2026, buying an estimated $19.6K and bringing the position to 5,346 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Williams Jones Wealth Management first reported a position in BHP in Q1 2022 and has held it in 17 quarters since. The position peaked at $582K in Q1 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Williams Jones Wealth Management held 5,346 shares of BHP worth $389K as of Q1 2026.
Williams Jones Wealth Management bought 277 BHP shares in Q1 2026, an estimated $19.6K.
BHP made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #390 holding.
Williams Jones Wealth Management first reported a position in BHP in Q1 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's BHP position peaked at $582K in Q1 2023.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.