Apollon Wealth Management’s BHP BHP Stock Holding History

Apollon Wealth Management’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
2025 Q3	–	Sell	-10,334	Closed	-$497K	–	1321
2025 Q2	$497K	Sell	10,334 -1,236	-11%	-$59.4K	0.01%	814
2025 Q1	$562K	Buy	11,570 +955	+9%	+$47.5K	0.01%	702
2024 Q4	$518K	Sell	10,615 -949	-8%	-$51.6K	0.01%	742
2024 Q3	$718K	Sell	11,564 -401	-3%	-$22.1K	0.02%	589
2024 Q2	$683K	Sell	11,965 -30	-0.3%	-$1.74K	0.02%	576
2024 Q1	$692K	Buy	11,995 +144	+1%	+$8.62K	0.02%	578
2023 Q4	$810K	Sell	11,851 -8	-0.1%	-$483	0.03%	520
2023 Q3	$675K	Sell	11,859 -428	-3%	-$25K	0.03%	470
2023 Q2	$733K	Sell	12,287 -1,446	-11%	-$86.2K	0.04%	490
2023 Q1	$871K	Buy	13,733 +2,571	+23%	+$166K	0.05%	369
2022 Q4	$693K	Buy	11,162 +1,022	+10%	+$57.5K	0.05%	405
2022 Q3	$507K	Buy	+10,140	New	+$537K	0.04%	437

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return