Basepoint Wealth’s BHP BHP Stock Holding History

Basepoint 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	$15.3K	Sell	211 -87	-29%	-$6.15K	0.01%	354
2025 Q4	$18K	Buy	+298	New	+$16.9K	0.01%	337
2024 Q1	–	Sell	-8,000	Closed	-$546K	–	116
2023 Q4	$546K	Sell	8,000 -4,737	-37%	-$286K	0.44%	58
2023 Q3	$724K	Sell	12,737 -59	-0.5%	-$3.45K	0.59%	40
2023 Q2	$764K	Buy	12,796 +219	+2%	+$13.1K	0.63%	43
2023 Q1	$798K	Sell	12,577 -105	-0.8%	-$6.77K	0.67%	39
2022 Q4	$787K	Sell	12,682 -473	-4%	-$26.6K	0.7%	39
2022 Q3	$658K	Buy	13,155 +257	+2%	+$13.6K	0.7%	39
2022 Q2	$725K	Buy	12,898 +8,651	+204%	+$537K	0.76%	31
2022 Q1	$293K	Buy	+4,247	New	+$258K	0.27%	64

Other funds holding BHP

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 $871B AUM 31.28% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Basepoint Wealth's BHP Position: Q1 2026 in Review

Basepoint Wealth reduced its BHP (BHP) stake by 29% in Q1 2026, selling an estimated $6.15K and leaving 211 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #354.

Basepoint Wealth first reported a position in BHP in Q1 2022 and has held it in 10 quarters since. The position peaked at $798K in Q1 2023. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Basepoint Wealth held 211 shares of BHP worth $15.3K as of Q1 2026.
Basepoint Wealth sold 87 BHP shares in Q1 2026, an estimated $6.15K.
BHP made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #354 holding.
Basepoint Wealth first reported a position in BHP in Q1 2022 and has held it in 10 quarters since.
Basepoint Wealth's BHP position peaked at $798K in Q1 2023.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.