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 $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 $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 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 New York $157B AUM 32.99% 1-Year Est. Return

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