LWM
BHP icon

Lyell Wealth Management’s BHP BHP Stock Holding History

Lyell Wealth 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
Q2 		– Sell
-4,784
Closed -$232K – 221
2025
Q1 		$232K Sell
4,784
-2,757
-37% -$137K 0.02% 191
2024
Q4 		$368K Sell
7,541
-13,921
-65% -$757K 0.03% 156
2024
Q3 		$1.33M Sell
21,462
-33,215
-61% -$1.83M 0.12% 107
2024
Q2 		$3.12M Sell
54,677
-5,240
-9% -$304K 0.3% 82
2024
Q1 		$3.46M Buy
59,917
+156
+0.3% +$9.34K 0.35% 80
2023
Q4 		$4.08M Buy
59,761
+3,882
+7% +$234K 0.46% 69
2023
Q3 		$3.18M Sell
55,879
-1,475
-3% -$86.2K 0.43% 73
2023
Q2 		$3.42M Buy
57,354
+6,653
+13% +$397K 0.44% 72
2023
Q1 		$3.21M Buy
+50,701
New +$3.27M 0.45% 74

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
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

Lyell Wealth Management's BHP Position: Q2 2025 in Review

Lyell Wealth Management sold out of BHP (BHP) in Q2 2025, closing a stake of 4,784 shares — an estimated $232K sold.

Lyell Wealth Management first reported a position in BHP in Q1 2023 and held it in 9 quarters. The position peaked at $4.08M in Q4 2023. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Lyell Wealth Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 4,784 BHP shares in Q2 2025, an estimated $232K.
  • Lyell Wealth Management first reported a position in BHP in Q1 2023 and held it in 9 quarters.
  • Lyell Wealth Management's BHP position peaked at $4.08M in Q4 2023.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.