GG
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Gleason Group’s BHP BHP Stock Holding History

Gleason 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
Q2 		$1.27M Buy
15,229
+173
+1% +$14.4K 0.11% 42
2026
Q1 		$1.1M Buy
15,056
+309
+2% +$21.8K 0.11% 42
2025
Q4 		$890K Hold
14,747
– – 0.09% 47
2025
Q3 		$822K Buy
14,747
+312
+2% +$16.6K 0.08% 47
2025
Q2 		$694K Hold
14,435
– – 0.08% 49
2025
Q1 		$701K Buy
14,435
+280
+2% +$13.9K 0.13% 45
2024
Q4 		$691K Buy
14,155
+333
+2% +$18.1K 0.12% 45
2024
Q3 		$859K Hold
13,822
– – 0.16% 40
2024
Q2 		$789K Buy
13,822
+329
+2% +$19.1K 0.16% 41
2024
Q1 		$778K Hold
13,493
– – 0.16% 41
2023
Q4 		$922K Buy
13,493
+374
+3% +$22.6K 0.21% 38
2023
Q3 		$746K Hold
13,119
– – 0.2% 41
2023
Q2 		$783K Buy
13,119
+360
+3% +$21.5K 0.2% 42
2023
Q1 		$809K Hold
12,759
– – 0.23% 39
2022
Q4 		$792K Hold
12,759
– – 0.25% 40
2022
Q3 		$638K Buy
12,759
+853
+7% +$45.2K 0.22% 37
2022
Q2 		$669K Sell
11,906
-1,512
-11% -$93.9K 0.23% 35
2022
Q1 		$925K Buy
13,418
+524
+4% +$31.8K 0.27% 30
2021
Q4 		$694K Sell
12,894
-4,080
-24% -$204K 0.23% 38
2021
Q3 		$810K Buy
16,974
+4,956
+41% +$303K 0.29% 33
2021
Q2 		$781K Hold
12,018
– – 0.28% 33
2021
Q1 		$744K Buy
12,018
+345
+3% +$22.2K 0.29% 34
2020
Q4 		$680K Hold
11,673
– – 0.33% 33
2020
Q3 		$538K Buy
11,673
+238
+2% +$11.5K 0.31% 36
2020
Q2 		$507K Hold
11,435
– – 0.31% 37
2020
Q1 		$374K Buy
11,435
+380
+3% +$15.9K 0.3% 41
2019
Q4 		$540K Buy
+11,055
New +$502K 0.32% 38

Other funds holding BHP

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return