ROSS\JOHNSON & Associates LLC BHP BHP Group Ltd

Ownership history in ROSS\JOHNSON & Associates LLC  ·  6 quarters on record

AI Ownership Summary

ROSS\JOHNSON & Associates LLC reported BHP Group Ltd (BHP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.4% in 2026 Q1. The latest visible filing shows BHP at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROSS\JOHNSON & Associates LLC's position in BHP Group Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BHP was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROSS\JOHNSON & Associates LLC held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,070 0% 1.40% $78K 2026-05-08 $84.72
2025 Q4 UNCHANGED 1,070 0% 1.20% $65K 2026-02-12 $71.35
2025 Q3 UNCHANGED 1,070 0% 1.12% $60K 2025-11-10 $54.78
2025 Q2 UNCHANGED 1,070 0% 1.06% $51K 2025-08-15 $53.10
2025 Q1 UNCHANGED 1,070 0% 0.89% $52K 2025-05-16 $49.53
2024 Q4 INITIATED 1,070 1.21% $52K 2025-02-14 $49.56

FAQ About ROSS\JOHNSON & Associates LLC and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROSS\JOHNSON & Associates LLC reported owning BHP?

ROSS\JOHNSON & Associates LLC reported BHP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BHP position in ROSS\JOHNSON & Associates LLC's portfolio?

The largest reported portfolio weight for BHP was 1.40% in 2026 Q1.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2026 Q1, when ROSS\JOHNSON & Associates LLC reported 1,070 shares, equal to 1.40% of portfolio, with an estimated market value of $78K.

What does the chart on this BHP ownership page compare?

The chart compares ROSS\JOHNSON & Associates LLC's quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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