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Boit C.F. David’s BHP BHP Stock Holding History

Boit C.F. David’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 		– Sell
-2,000
Closed -$145K – 91
2026
Q1 		$145K Hold
2,000
– – 0.06% 91
2025
Q4 		$123K Hold
2,000
– – 0.05% 95
2025
Q3 		$112K Hold
2,000
– – 0.05% 98
2025
Q2 		$96.2K Hold
2,000
– – 0.05% 100
2025
Q1 		$97.1K Hold
2,000
– – 0.05% 98
2024
Q4 		$97.7K Hold
2,000
– – 0.04% 100
2024
Q3 		$125K Hold
2,000
– – 0.06% 97
2024
Q2 		$114K Buy
+2,000
New +$116K 0.06% 99
2024
Q1 		– Sell
-2,000
Closed -$134K – 121
2023
Q4 		$134K Buy
+2,000
New +$121K 0.08% 95

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boit C.F. David's BHP Position: Q2 2026 in Review

Boit C.F. David sold out of BHP (BHP) in Q2 2026, closing a stake of 2,000 shares — an estimated $145K sold.

Boit C.F. David first reported a position in BHP in Q4 2023 and held it in 9 quarters. The position peaked at $145K in Q1 2026. 820 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Boit C.F. David reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
  • Boit C.F. David sold 2,000 BHP shares in Q2 2026, an estimated $145K.
  • Boit C.F. David first reported a position in BHP in Q4 2023 and held it in 9 quarters.
  • Boit C.F. David's BHP position peaked at $145K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.