Avion Wealth’s BHP BHP Stock Holding History

Avion Wealth’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	$6K	Hold	89	–	–	﹤0.01%	603
2025 Q4	$5K	Hold	89	–	–	﹤0.01%	644
2025 Q3	$4K	Hold	89	–	–	﹤0.01%	681
2025 Q2	$4K	Hold	89	–	–	﹤0.01%	653
2025 Q1	$4K	Hold	89	–	–	﹤0.01%	570
2024 Q4	$4K	Sell	89 -100	-53%	-$5.44K	﹤0.01%	568
2024 Q3	$11K	Hold	189	–	–	﹤0.01%	351
2024 Q2	$10K	Hold	189	–	–	﹤0.01%	328
2024 Q1	$11K	Buy	189 +100	+112%	+$5.99K	﹤0.01%	291
2023 Q4	$6K	Sell	89 -500	-85%	-$30.2K	﹤0.01%	353
2023 Q3	$33K	Hold	589	–	–	0.01%	174
2023 Q2	$35K	Sell	589 -2,500	-81%	-$149K	0.01%	183
2023 Q1	$191K	Buy	3,089 +1,965	+175%	+$127K	0.05%	69
2022 Q4	$56K	Hold	1,124	–	–	0.02%	136
2022 Q3	$56K	Buy	1,124 +1,034	+1,149%	+$54.8K	0.02%	136
2022 Q2	$5K	Buy	+90	New	+$5.59K	﹤0.01%	319

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