Douglass Winthrop Advisors’s BHP BHP Stock Holding History

Douglass Winthrop Advisors’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	$309K	Buy	+4,250	New	+$300K	0.01%	258
2024 Q4	–	Sell	-3,500	Closed	-$217K	–	296
2024 Q3	$217K	Buy	+3,500	New	+$193K	﹤0.01%	280
2024 Q2	–	Sell	-3,500	Closed	-$202K	–	277
2024 Q1	$202K	Hold	3,500	–	–	﹤0.01%	276
2023 Q4	$239K	Buy	+3,500	New	+$211K	0.01%	229
2023 Q3	–	Sell	-3,500	Closed	-$209K	–	237
2023 Q2	$209K	Buy	+3,500	New	+$209K	0.01%	229
2015 Q3	–	Sell	-7,952	Closed	-$330K	–	240
2015 Q2	$330K	Sell	7,952 -438	-5%	-$17.7K	0.03%	197
2015 Q1	$330K	Buy	8,390 +1,479	+21%	+$60K	0.03%	197
2014 Q4	$277K	Hold	6,911	–	–	0.02%	177
2014 Q3	$344K	Hold	6,911	–	–	0.03%	155
2014 Q2	$400K	Hold	6,911	–	–	0.04%	135
2014 Q1	$396K	Buy	+6,911	New	+$387K	0.04%	128

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

Douglass Winthrop Advisors's BHP Position: Q1 2026 in Review

Douglass Winthrop Advisors opened a new position in BHP (BHP) in Q1 2026: 4,250 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Douglass Winthrop Advisors previously reported a position in BHP as recently as Q3 2024.

Douglass Winthrop Advisors first reported a position in BHP in Q1 2014 and has held it in 11 quarters since. The position peaked at $400K in Q2 2014. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

Douglass Winthrop Advisors held 4,250 shares of BHP worth $309K as of Q1 2026.
BHP was a new Douglass Winthrop Advisors position in Q1 2026.
BHP made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #258 holding.
Douglass Winthrop Advisors first reported a position in BHP in Q1 2014 and has held it in 11 quarters since.
Douglass Winthrop Advisors's BHP position peaked at $400K in Q2 2014.
730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.