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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock New York $5.72T 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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boit C.F. David's BHP Position: Q1 2026 in Review

Boit C.F. David held its BHP (BHP) position steady in Q1 2026 at 2,000 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #91.

Boit C.F. David first reported a position in BHP in Q4 2023 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Boit C.F. David held 2,000 shares of BHP worth $145K as of Q1 2026.
  • Boit C.F. David left its BHP share count unchanged in Q1 2026.
  • BHP made up 0.06% of Boit C.F. David's portfolio in Q1 2026, its #91 holding.
  • Boit C.F. David first reported a position in BHP in Q4 2023 and has held it in 9 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.