CWP
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Capital Wealth Planning’s BHP BHP Stock Holding History

Capital Wealth Planning’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
2025
Q1 		– Sell
-14,056
Closed -$686K – 143
2024
Q4 		$686K Buy
14,056
+1,136
+9% +$61.8K 0.01% 99
2024
Q3 		$802K Sell
12,920
-2,662
-17% -$147K 0.01% 97
2024
Q2 		$890K Buy
15,582
+62
+0.4% +$3.6K 0.01% 93
2024
Q1 		$895K Buy
15,520
+3,164
+26% +$189K 0.01% 94
2023
Q4 		$844K Sell
12,356
-1,594
-11% -$96.2K 0.01% 86
2023
Q3 		$793K Buy
13,950
+7,422
+114% +$434K 0.01% 77
2023
Q2 		$390K Sell
6,528
-204
-3% -$12.2K ﹤0.01% 108
2023
Q1 		$427K Buy
+6,732
New +$434K 0.01% 107

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Wealth Planning's BHP Position: Q1 2025 in Review

Capital Wealth Planning sold out of BHP (BHP) in Q1 2025, closing a stake of 14,056 shares — an estimated $686K sold.

Capital Wealth Planning first reported a position in BHP in Q1 2023 and held it in 8 quarters. The position peaked at $895K in Q1 2024. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

  • Capital Wealth Planning reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 14,056 BHP shares in Q1 2025, an estimated $686K.
  • Capital Wealth Planning first reported a position in BHP in Q1 2023 and held it in 8 quarters.
  • Capital Wealth Planning's BHP position peaked at $895K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Capital Wealth Planning's 13F filing for Q1 2025, filed 12 May 2025.