Country Trust Bank’s BHP BHP Stock Holding History

Country Trust Bank’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	–	Sell	-150	Closed	-$9.06K	–	581
2025 Q4	$9.06K	Hold	150	–	–	﹤0.01%	347
2025 Q3	$8.36K	Hold	150	–	–	﹤0.01%	360
2025 Q2	$7.21K	Buy	150 +106	+241%	+$5.1K	﹤0.01%	335
2025 Q1	$2.14K	Buy	+44	New	+$2.19K	﹤0.01%	336
2021 Q4	–	Sell	-39	Closed	-$2K	–	502
2021 Q3	$2K	Hold	39	–	–	﹤0.01%	431
2021 Q2	$3K	Hold	39	–	–	﹤0.01%	374
2021 Q1	$2K	Buy	+39	New	+$2.51K	﹤0.01%	347
2016 Q1	–	Sell	-56	Closed	-$1K	–	200
2015 Q4	$1K	Sell	56 -32,105	-100%	-$858K	﹤0.01%	208
2015 Q3	$907K	Sell	32,161 -185	-0.6%	-$6.01K	0.05%	91
2015 Q2	$1.18M	Sell	32,346 -2,897	-8%	-$117K	0.06%	85
2015 Q1	$1.39M	Buy	35,243 +24	+0.1%	+$974	0.07%	85
2014 Q4	$1.41M	Sell	35,219 -1,485	-4%	-$68.5K	0.07%	85
2014 Q3	$1.83M	Sell	36,704 -674	-2%	-$39.2K	0.09%	84
2014 Q2	$2.16M	Buy	+37,378	New	+$2.2M	0.11%	87

Other funds holding BHP

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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Country Trust Bank's BHP Position: Q1 2026 in Review

Country Trust Bank sold out of BHP (BHP) in Q1 2026, closing a stake of 150 shares — an estimated $9.06K sold.

Country Trust Bank first reported a position in BHP in Q2 2014 and held it in 14 quarters. The position peaked at $2.16M in Q2 2014. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Country Trust Bank reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
Country Trust Bank sold 150 BHP shares in Q1 2026, an estimated $9.06K.
Country Trust Bank first reported a position in BHP in Q2 2014 and held it in 14 quarters.
Country Trust Bank's BHP position peaked at $2.16M in Q2 2014.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Country Trust Bank's 13F filing for Q1 2026, filed 10 Apr 2026.