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Forum Financial Management’s BHP BHP Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-75,967
Closed -$4.59M – 411
2025
Q4 		$4.59M Hold
75,967
– – 0.06% 67
2025
Q3 		$4.24M Buy
75,967
+9,028
+13% +$480K 0.06% 69
2025
Q2 		$3.22M Sell
66,939
-7,675
-10% -$369K 0.05% 82
2025
Q1 		$3.62M Buy
+74,614
New +$3.71M 0.06% 70
2024
Q4 		– Sell
-32,707
Closed -$2.03M – 933
2024
Q3 		$2.03M Buy
32,707
+68
+0.2% +$3.75K 0.03% 106
2024
Q2 		$1.86M Buy
32,639
+3,453
+12% +$201K 0.03% 112
2024
Q1 		$1.68M Sell
29,186
-31
-0.1% -$1.85K 0.03% 133
2023
Q4 		$2M Sell
29,217
-182
-0.6% -$11K 0.04% 93
2023
Q3 		$1.67M Buy
29,399
+1
+0% +$58 0.04% 101
2023
Q2 		$1.75M Buy
29,398
+198
+0.7% +$11.8K 0.04% 94
2023
Q1 		$1.85M Sell
29,200
-8
-0% -$516 0.05% 83
2022
Q4 		$1.81M Sell
29,208
-28
-0.1% -$1.57K 0.06% 79
2022
Q3 		$1.46M Sell
29,236
-474
-2% -$25.1K 0.07% 83
2022
Q2 		$1.67M Sell
29,710
-3,093
-9% -$192K 0.08% 76
2022
Q1 		$2.26M Buy
32,803
+5,584
+21% +$339K 0.11% 53
2021
Q4 		$1.47M Buy
+27,219
New +$1.36M 0.08% 85

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's BHP Position: Q1 2026 in Review

Forum Financial Management sold out of BHP (BHP) in Q1 2026, closing a stake of 75,967 shares — an estimated $4.59M sold.

Forum Financial Management first reported a position in BHP in Q4 2021 and held it in 16 quarters. The position peaked at $4.59M in Q4 2025. 738 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Forum Financial Management reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 75,967 BHP shares in Q1 2026, an estimated $4.59M.
  • Forum Financial Management first reported a position in BHP in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's BHP position peaked at $4.59M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.