CPG
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Cornerstone Planning Group’s BHP BHP Stock Holding History

Cornerstone Planning Group’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 		$24.6K Buy
310
+78
+34% +$5.51K ﹤0.01% 610
2025
Q4 		$16.5K Buy
232
+47
+25% +$2.67K ﹤0.01% 635
2025
Q3 		$10.6K Buy
185
+50
+37% +$2.66K ﹤0.01% 765
2025
Q2 		$6.9K Sell
135
-36
-21% -$1.73K ﹤0.01% 648
2025
Q1 		$8.27K Buy
171
+25
+17% +$1.25K ﹤0.01% 617
2024
Q4 		$7.29K Buy
146
+64
+78% +$3.48K ﹤0.01% 497
2024
Q3 		$4.68K Buy
82
+26
+46% +$1.44K ﹤0.01% 579
2024
Q2 		$2.97K Buy
56
+12
+27% +$697 ﹤0.01% 685
2024
Q1 		$2.48K Buy
44
+38
+633% +$2.27K ﹤0.01% 625
2023
Q4 		$410 Hold
6
– – ﹤0.01% 797
2023
Q3 		$341 Buy
+6
New +$351 ﹤0.01% 957

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
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 $5.7T 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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return