Beacon Capital Management LLC (Tennessee)’s BHP BHP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-212	Closed	-$10.2K	–	220
2025 Q2	$10.2K	Sell	212 -19	-8%	-$913	﹤0.01%	630
2025 Q1	$11.2K	Sell	231 -13	-5%	-$647	﹤0.01%	598
2024 Q4	$11.9K	Sell	244 -79	-24%	-$4.29K	﹤0.01%	564
2024 Q3	$20.1K	Buy	323 +94	+41%	+$5.19K	﹤0.01%	490
2024 Q2	$13.1K	Hold	229	–	–	﹤0.01%	526
2024 Q1	$13.2K	Hold	229	–	–	﹤0.01%	529
2023 Q4	$13K	Sell	229 -19	-8%	-$1.15K	﹤0.01%	456
2023 Q3	$14.8K	Hold	248	–	–	﹤0.01%	465
2023 Q2	$14.8K	Hold	248	–	–	﹤0.01%	465
2023 Q1	$15.7K	Hold	248	–	–	﹤0.01%	403
2022 Q4	$15.4K	Sell	248 -97	-28%	-$5.46K	0.01%	418
2022 Q3	$20K	Hold	345	–	–	0.01%	337
2022 Q2	$26K	Sell	345 -42	-11%	-$2.61K	0.01%	340
2022 Q1	$26K	Buy	+387	New	+$23.5K	0.01%	340

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BHP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of BHP (BHP) in Q3 2025, closing a stake of 212 shares — an estimated $10.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BHP in Q1 2022 and held it in 14 quarters. The position peaked at $26K in Q2 2022. 628 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 212 BHP shares in Q3 2025, an estimated $10.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in BHP in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s BHP position peaked at $26K in Q2 2022.
628 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.