CWM
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Compass Wealth Management’s BHP BHP Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-2,765
Closed -$134K – 180
2025
Q1 		$134K Sell
2,765
-485
-15% -$24.1K 0.03% 173
2024
Q4 		$159K Sell
3,250
-250
-7% -$13.6K 0.04% 161
2024
Q3 		$217K Sell
3,500
-110
-3% -$6.08K 0.05% 153
2024
Q2 		$206K Hold
3,610
– – 0.05% 156
2024
Q1 		$208K Hold
3,610
– – 0.05% 155
2023
Q4 		$247K Sell
3,610
-75
-2% -$4.53K 0.07% 141
2023
Q3 		$210K Sell
3,685
-175
-5% -$10.2K 0.07% 152
2023
Q2 		$230K Sell
3,860
-325
-8% -$19.4K 0.07% 149
2023
Q1 		$265K Hold
4,185
– – 0.08% 141
2022
Q4 		$260K Buy
+4,185
New +$235K 0.09% 138

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 $761B AUM 31.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return