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XML Financial’s BHP BHP Stock Holding History

XML Financial’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 		$703K Sell
8,440
-100
-1% -$8.3K 0.05% 243
2026
Q1 		$621K Sell
8,540
-160
-2% -$11.3K 0.05% 238
2025
Q4 		$525K Sell
8,700
-190
-2% -$10.8K 0.04% 246
2025
Q3 		$496K Hold
8,890
– – 0.04% 249
2025
Q2 		$428K Sell
8,890
-50
-0.6% -$2.4K 0.04% 259
2025
Q1 		$434K Sell
8,940
-3,350
-27% -$167K 0.04% 240
2024
Q4 		$600K Sell
12,290
-297
-2% -$16.1K 0.05% 209
2024
Q3 		$782K Sell
12,587
-474
-4% -$26.2K 0.07% 189
2024
Q2 		$746K Buy
13,061
+55
+0.4% +$3.2K 0.08% 187
2024
Q1 		$750K Sell
13,006
-2,250
-15% -$135K 0.08% 188
2023
Q4 		$1.04M Buy
15,256
+556
+4% +$33.6K 0.11% 157
2023
Q3 		$836K Buy
14,700
+1,369
+10% +$80K 0.1% 170
2023
Q2 		$795K Buy
13,331
+434
+3% +$25.9K 0.09% 177
2023
Q1 		$818K Buy
12,897
+418
+3% +$27K 0.1% 173
2022
Q4 		$774K Buy
12,479
+1,789
+17% +$101K 0.1% 174
2022
Q3 		$535K Buy
+10,690
New +$566K 0.07% 193
2022
Q2 		– Sell
-3,688
Closed -$254K – 242
2022
Q1 		$254K Buy
+3,688
New +$224K 0.03% 281

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

XML Financial's BHP Position: Q2 2026 in Review

XML Financial reduced its BHP (BHP) stake by 1.2% in Q2 2026, selling an estimated $8.3K and leaving 8,440 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #243.

XML Financial first reported a position in BHP in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • XML Financial held 8,440 shares of BHP worth $703K as of Q2 2026.
  • XML Financial sold 100 BHP shares in Q2 2026, an estimated $8.3K.
  • BHP made up 0.05% of XML Financial's portfolio in Q2 2026, its #243 holding.
  • XML Financial first reported a position in BHP in Q1 2022 and has held it in 17 quarters since.
  • XML Financial's BHP position peaked at $1.04M in Q4 2023.
  • 815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.