Beaird Harris Wealth Management’s BHP BHP Stock Holding History

Beaird Harris 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
2026 Q2	$490	Hold	6	–	–	﹤0.01%	603
2026 Q1	$428	Hold	6	–	–	﹤0.01%	576
2025 Q4	$355	Hold	6	–	–	﹤0.01%	615
2025 Q3	$328	Sell	6 -2,094	-100%	-$111K	﹤0.01%	638
2025 Q2	$101K	Buy	+2,100	New	+$101K	0.01%	182
2024 Q4	–	Sell	-125	Closed	-$7.76K	–	500
2024 Q3	$7.76K	Hold	125	–	–	﹤0.01%	356
2024 Q2	$7.14K	Buy	125 +100	+400%	+$5.81K	﹤0.01%	415
2024 Q1	$1.44K	Hold	25	–	–	﹤0.01%	503
2023 Q4	$1.71K	Buy	+25	New	+$1.51K	﹤0.01%	482

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return