Legacy Wealth Asset Management’s BHP BHP Stock Holding History

Legacy Wealth 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
2026 Q2	$1.24M	Sell	14,861 -19,794	-57%	-$1.64M	0.27%	97
2026 Q1	$2.52M	Buy	34,655 +8,716	+34%	+$616K	0.61%	23
2025 Q4	$1.57M	Sell	25,939 -4,420	-15%	-$251K	0.38%	60
2025 Q3	$1.69M	Sell	30,359 -253	-0.8%	-$13.5K	0.41%	52
2025 Q2	$1.47M	Sell	30,612 -7,469	-20%	-$359K	0.37%	67
2025 Q1	$1.85M	Buy	38,081 +6,535	+21%	+$325K	0.51%	44
2024 Q4	$1.54M	Sell	31,546 -5,794	-16%	-$315K	0.42%	59
2024 Q3	$2.32M	Sell	37,340 -952	-2%	-$52.6K	0.62%	30
2024 Q2	$2.19M	Buy	38,292 +3,038	+9%	+$177K	0.62%	33
2024 Q1	$2.03M	Buy	35,254 +1,575	+5%	+$94.3K	0.57%	40
2023 Q4	$2.3M	Buy	33,679 +255	+0.8%	+$15.4K	0.75%	16
2023 Q3	$1.9M	Buy	33,424 +11,459	+52%	+$670K	0.7%	25
2023 Q2	$1.31M	Buy	21,965 +202	+0.9%	+$12K	0.46%	58
2023 Q1	$1.38M	Buy	21,763 +1,324	+6%	+$85.4K	0.5%	51
2022 Q4	$1.27M	Sell	20,439 -7,574	-27%	-$426K	0.48%	54
2022 Q3	$1.4M	Sell	28,013 -10,138	-27%	-$537K	0.61%	33
2022 Q2	$2.14M	Buy	38,151 +6,557	+21%	+$407K	0.87%	16
2022 Q1	$2.18M	Buy	31,594 +7,109	+29%	+$432K	0.78%	17
2021 Q4	$1.32M	Buy	24,485 +11,967	+96%	+$599K	0.45%	49
2021 Q3	$598K	Buy	12,518 +322	+3%	+$19.7K	0.27%	145
2021 Q2	$792K	Sell	12,196 -213	-2%	-$14.1K	0.35%	113
2021 Q1	$768K	Buy	+12,409	New	+$799K	0.35%	108

Other funds holding BHP

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return