HWAM
BHP icon

Hennion & Walsh Asset Management’s BHP BHP Stock Holding History

Hennion & Walsh Asset 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
2025
Q3 		– Sell
-10,488
Closed -$504K – 941
2025
Q2 		$504K Sell
10,488
-2,642
-20% -$127K 0.02% 668
2025
Q1 		$637K Sell
13,130
-17,589
-57% -$876K 0.03% 578
2024
Q4 		$1.5M Sell
30,719
-7,662
-20% -$416K 0.07% 356
2024
Q3 		$2.38M Sell
38,381
-7,924
-17% -$438K 0.11% 234
2024
Q2 		$2.64M Sell
46,305
-1,508
-3% -$87.6K 0.14% 198
2024
Q1 		$2.76M Buy
47,813
+266
+0.6% +$15.9K 0.15% 191
2023
Q4 		$3.25M Sell
47,547
-1,639
-3% -$98.9K 0.19% 148
2023
Q3 		$2.8M Buy
49,186
+2,538
+5% +$148K 0.18% 148
2023
Q2 		$2.78M Buy
46,648
+9,155
+24% +$546K 0.17% 165
2023
Q1 		$2.38M Buy
37,493
+3,129
+9% +$202K 0.15% 180
2022
Q4 		$2.13M Buy
34,364
+3,454
+11% +$194K 0.13% 196
2022
Q3 		$1.55M Buy
30,910
+3,681
+14% +$195K 0.1% 235
2022
Q2 		$1.53M Sell
27,229
-4,229
-13% -$263K 0.09% 243
2022
Q1 		$2.17M Buy
31,458
+27,019
+609% +$1.64M 0.12% 212
2021
Q4 		$239K Sell
4,439
-887
-17% -$44.4K 0.01% 686
2021
Q3 		$254K Buy
5,326
+493
+10% +$30.1K 0.01% 664
2021
Q2 		$314K Buy
4,833
+306
+7% +$20.2K 0.02% 607
2021
Q1 		$280K Buy
+4,527
New +$291K 0.02% 610

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Hennion & Walsh Asset Management's BHP Position: Q3 2025 in Review

Hennion & Walsh Asset Management sold out of BHP (BHP) in Q3 2025, closing a stake of 10,488 shares — an estimated $504K sold.

Hennion & Walsh Asset Management first reported a position in BHP in Q1 2021 and held it in 18 quarters. The position peaked at $3.25M in Q4 2023. 629 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

  • Hennion & Walsh Asset Management reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 10,488 BHP shares in Q3 2025, an estimated $504K.
  • Hennion & Walsh Asset Management first reported a position in BHP in Q1 2021 and held it in 18 quarters.
  • Hennion & Walsh Asset Management's BHP position peaked at $3.25M in Q4 2023.
  • 629 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2025, filed 22 Oct 2025.