Williams & Novak’s BHP BHP Stock Holding History

Williams & Novak’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	$405K	Buy	4,862 +173	+4%	+$14.4K	0.27%	84
2026 Q1	$345K	Buy	+4,689	New	+$331K	0.26%	80

Other funds holding BHP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Williams & Novak's BHP Position: Q2 2026 in Review

Williams & Novak increased its BHP (BHP) stake by 3.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,862 shares worth $405K. The position accounts for 0.27% of the portfolio, ranked #84.

Williams & Novak first reported a position in BHP in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Williams & Novak held 4,862 shares of BHP worth $405K as of Q2 2026.
Williams & Novak bought 173 BHP shares in Q2 2026, an estimated $14.4K.
BHP made up 0.27% of Williams & Novak's portfolio in Q2 2026, its #84 holding.
Williams & Novak first reported a position in BHP in Q1 2026 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.