Caldwell Trust’s BHP BHP Stock Holding History

Caldwell Trust’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 Q3	$55.5K	Sell	654 -1	-0.2%	-$87	﹤0.01%	484
2026 Q2	$54.6K	Sell	655 -5	-0.8%	-$415	﹤0.01%	487
2026 Q1	$48K	Hold	660	–	–	﹤0.01%	497
2025 Q4	$39.8K	Buy	660 +10	+2%	+$568	﹤0.01%	507
2025 Q3	$36.2K	Hold	650	–	–	﹤0.01%	513
2025 Q2	$31.3K	Hold	650	–	–	﹤0.01%	518
2025 Q1	$31.6K	Hold	650	–	–	﹤0.01%	507
2024 Q4	$31.7K	Hold	650	–	–	﹤0.01%	500
2024 Q3	$40.4K	Hold	650	–	–	﹤0.01%	480
2024 Q2	$37.1K	Hold	650	–	–	﹤0.01%	479
2024 Q1	$37.5K	Hold	650	–	–	﹤0.01%	489
2023 Q4	$44.4K	Hold	650	–	–	0.01%	461
2023 Q3	$37K	Hold	650	–	–	0.01%	479
2023 Q2	$38.8K	Hold	650	–	–	0.01%	485
2023 Q1	$41.2K	Hold	650	–	–	0.01%	465
2022 Q4	$40.3K	Hold	650	–	–	0.01%	456
2022 Q3	$32.5K	Hold	650	–	–	﹤0.01%	485
2022 Q2	$36.5K	Sell	650 -135	-17%	-$8.38K	0.01%	489
2022 Q1	$54.1K	Hold	785	–	–	0.01%	451
2021 Q4	$42.2K	Hold	785	–	–	﹤0.01%	486
2021 Q3	$37.5K	Hold	785	–	–	﹤0.01%	485
2021 Q2	$51K	Hold	785	–	–	0.01%	445
2021 Q1	$48.6K	Hold	785	–	–	0.01%	435
2020 Q4	$45.7K	Hold	785	–	–	0.01%	431
2020 Q3	$36.2K	Sell	785 -140	-15%	-$6.74K	0.01%	446
2020 Q2	$41K	Sell	925 -112	-11%	-$4.38K	0.01%	438
2020 Q1	$33.9K	Sell	1,037 -140	-12%	-$5.84K	0.01%	464
2019 Q4	$57.4K	Buy	+1,177	New	+$53.5K	0.01%	437

Other funds holding BHP

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Caldwell Trust's BHP Position: Q3 2026 in Review

Caldwell Trust reduced its BHP (BHP) stake by 0.15% in Q3 2026, selling an estimated $87 and leaving 654 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Caldwell Trust first reported a position in BHP in Q4 2019 and has held it in 28 quarters since. The position peaked at $57.4K in Q4 2019. 348 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Caldwell Trust held 654 shares of BHP worth $55.5K as of Q3 2026.
Caldwell Trust sold 1 BHP share in Q3 2026, an estimated $87.
BHP made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #484 holding.
Caldwell Trust first reported a position in BHP in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's BHP position peaked at $57.4K in Q4 2019.
348 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.