Sawyer & Company’s BHP BHP Stock Holding History

Sawyer & Company’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 Q1	$32.7K	Hold	450	–	–	0.01%	130
2025 Q4	$27.2K	Sell	450 -1,000	-69%	-$56.8K	0.01%	136
2025 Q3	$70K	Hold	1,450	–	–	0.03%	114
2025 Q2	$70K	Hold	1,450	–	–	0.03%	114
2025 Q1	$70K	Hold	1,450	–	–	0.03%	114
2024 Q4	$71K	Hold	1,450	–	–	0.03%	114
2024 Q3	$90K	Hold	1,450	–	–	0.03%	114
2024 Q2	$83K	Hold	1,450	–	–	0.03%	110
2024 Q1	$83.7K	Hold	1,450	–	–	0.03%	110
2023 Q4	$99K	Hold	1,450	–	–	0.04%	107
2023 Q3	$82K	Hold	1,450	–	–	0.04%	109
2023 Q2	$87K	Hold	1,450	–	–	0.04%	112
2023 Q1	$87K	Hold	1,450	–	–	0.05%	110
2022 Q4	$90K	Hold	1,450	–	–	0.04%	110
2022 Q3	$73K	Hold	1,450	–	–	0.04%	118
2022 Q2	$81K	Buy	1,450 +828	+133%	+$51.4K	0.04%	117
2022 Q1	$43K	Buy	+622	New	+$37.8K	0.02%	135
2018 Q4	–	Sell	-5,112	Closed	-$227K	–	183
2018 Q3	$227K	Sell	5,112 -3,424	-40%	-$148K	0.14%	101
2018 Q2	$381K	Hold	8,536	–	–	0.25%	82
2018 Q1	$338K	Hold	8,536	–	–	0.23%	88
2017 Q4	$350K	Buy	+8,536	New	+$321K	0.23%	89

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America

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

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