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Albion Financial Group’s BHP BHP Stock Holding History

Albion Financial Group’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 		– Sell
-250
Closed -$15.1K – 740
2025
Q4 		$15.1K Buy
+250
New +$14.2K ﹤0.01% 364
2025
Q2 		– Sell
-73
Closed -$3.54K – 590
2025
Q1 		$3.54K Hold
73
– – ﹤0.01% 444
2024
Q4 		$3.56K Buy
+73
New +$3.97K ﹤0.01% 502
2022
Q1 		– Sell
-561
Closed -$30K – 596
2021
Q4 		$30K Hold
561
– – ﹤0.01% 321
2021
Q3 		$27K Hold
561
– – ﹤0.01% 301
2021
Q2 		$36K Buy
+561
New +$37.1K ﹤0.01% 281
2020
Q4 		$33K Buy
+561
New +$28.1K ﹤0.01% 272
2013
Q4 		– Sell
-3,627
Closed -$204K – 172
2013
Q3 		$204K Buy
+3,627
New +$197K 0.04% 157

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return