HM Payson & Co’s BHP BHP Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-1,253	Closed	-$60.8K	–	1002
2025 Q1	$60.8K	Hold	1,253	–	–	﹤0.01%	616
2024 Q4	$61.2K	Hold	1,253	–	–	﹤0.01%	610
2024 Q3	$77.8K	Sell	1,253 -500	-29%	-$27.6K	﹤0.01%	564
2024 Q2	$100K	Hold	1,753	–	–	﹤0.01%	507
2024 Q1	$101K	Sell	1,753 -100	-5%	-$5.99K	﹤0.01%	505
2023 Q4	$127K	Hold	1,853	–	–	﹤0.01%	461
2023 Q3	$105K	Buy	1,853 +150	+9%	+$8.77K	﹤0.01%	473
2023 Q2	$102K	Sell	1,703 -499	-23%	-$29.8K	﹤0.01%	479
2023 Q1	$140K	Buy	2,202 +433	+24%	+$27.9K	﹤0.01%	420
2022 Q4	$110K	Buy	1,769 +17	+1%	+$956	﹤0.01%	452
2022 Q3	$88K	Hold	1,752	–	–	﹤0.01%	488
2022 Q2	$98K	Sell	1,752 -212	-11%	-$13.2K	﹤0.01%	473
2022 Q1	$135K	Hold	1,964	–	–	﹤0.01%	448
2021 Q4	$106K	Hold	1,964	–	–	﹤0.01%	488
2021 Q3	$94K	Hold	1,964	–	–	﹤0.01%	490
2021 Q2	$128K	Hold	1,964	–	–	﹤0.01%	442
2021 Q1	$122K	Buy	1,964 +1,203	+158%	+$77.4K	﹤0.01%	455
2020 Q4	$44K	Buy	+761	New	+$38.1K	﹤0.01%	621

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return