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HWAM
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
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
HL
Harding Loevner
Bridgewater, New Jersey
$9.72B AUM
22.38%
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
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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