Capital Analysts LLC’s BHP BHP Stock Holding History

Capital Analysts LLC’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	$2K	Hold	24	–	–	﹤0.01%	1445
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	1439
2025 Q3	$1K	Buy	24 +1	+4%	+$53	﹤0.01%	1398
2025 Q2	$1K	Hold	23	–	–	﹤0.01%	1337
2025 Q1	$1K	Hold	23	–	–	﹤0.01%	1326
2024 Q4	$1K	Buy	23 +1	+5%	+$54	﹤0.01%	1243
2024 Q3	$1K	Buy	+22	New	+$1.22K	﹤0.01%	1244
2021 Q3	–	Sell	-16	Closed	-$1K	–	988
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	901
2021 Q1	$1K	Buy	+16	New	+$1.03K	﹤0.01%	997
2019 Q1	–	Sell	-235	Closed	-$10K	–	661
2018 Q4	$10K	Hold	235	–	–	﹤0.01%	464
2018 Q3	$10K	Hold	235	–	–	﹤0.01%	444
2018 Q2	$11K	Buy	+235	New	+$10.2K	﹤0.01%	455
2015 Q4	–	Sell	-549	Closed	-$15.5K	–	380
2015 Q3	$15.5K	Sell	549 -1,071	-66%	-$34.8K	﹤0.01%	325
2015 Q2	$58.8K	Sell	1,620 -89	-5%	-$3.59K	0.01%	264
2015 Q1	$67.1K	Buy	1,709 +1,035	+154%	+$42K	0.01%	248
2014 Q4	$27K	Buy	674 +378	+128%	+$17.4K	0.01%	320
2014 Q3	$14.7K	Hold	296	–	–	﹤0.01%	327
2014 Q2	$17.1K	Buy	296 +119	+67%	+$6.99K	﹤0.01%	319
2014 Q1	$10.2K	Buy	+177	New	+$9.92K	﹤0.01%	316

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $5.7T 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 New York $157B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return