Addison Advisors’s BHP BHP Stock Holding History

Addison 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 Q1	$54.6K	Hold	751	–	–	0.01%	410
2025 Q4	$45.3K	Buy	751 +181	+32%	+$10.3K	0.01%	430
2025 Q3	$31.8K	Buy	570 +147	+35%	+$7.82K	0.01%	479
2025 Q2	$20.3K	Sell	423 -313	-43%	-$15K	0.01%	541
2025 Q1	$35.7K	Buy	736 +193	+36%	+$9.61K	0.01%	414
2024 Q4	$26.5K	Sell	543 -165	-23%	-$8.97K	0.01%	467
2024 Q3	$44K	Buy	708 +116	+20%	+$6.41K	0.01%	409
2024 Q2	$33.8K	Buy	592 +546	+1,187%	+$31.7K	0.01%	418
2024 Q1	$2.65K	Buy	+46	New	+$2.75K	﹤0.01%	617
2023 Q1	–	Sell	-7	Closed	-$434	–	642
2022 Q4	$434	Hold	7	–	–	﹤0.01%	705
2022 Q3	$0	Hold	7	–	–	﹤0.01%	679
2022 Q2	$0	Sell	7 -422	-98%	-$26.2K	﹤0.01%	672
2022 Q1	$30K	Buy	429 +368	+603%	+$22.4K	0.02%	347
2021 Q4	$3K	Buy	61 +52	+578%	+$2.6K	﹤0.01%	490
2021 Q3	$0	Buy	+9	New	+$550	﹤0.01%	444

Other funds holding BHP

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return