Spire Wealth Management’s BHP BHP Stock Holding History

Spire 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
2026 Q1	$72.4K	Sell	996 -583	-37%	-$41.2K	﹤0.01%	1072
2025 Q4	$95.3K	Buy	1,579 +3	+0.2%	+$170	﹤0.01%	1001
2025 Q3	$87.9K	Buy	1,576 +578	+58%	+$30.8K	﹤0.01%	1035
2025 Q2	$48K	Sell	998 -2,259	-69%	-$109K	﹤0.01%	1212
2025 Q1	$158K	Sell	3,257 -1,220	-27%	-$60.7K	0.01%	880
2024 Q4	$219K	Sell	4,477 -753	-14%	-$40.9K	0.01%	794
2024 Q3	$325K	Sell	5,230 -935	-15%	-$51.6K	0.01%	623
2024 Q2	$352K	Sell	6,165 -30	-0.5%	-$1.74K	0.01%	569
2024 Q1	$357K	Sell	6,195 -1,520	-20%	-$91K	0.01%	608
2023 Q4	$467K	Sell	7,715 -501	-6%	-$30.2K	0.02%	530
2023 Q3	$467K	Sell	8,216 -377	-4%	-$22K	0.02%	490
2023 Q2	$513K	Sell	8,593 -22	-0.3%	-$1.31K	0.02%	482
2023 Q1	$546K	Buy	8,615 +563	+7%	+$36.3K	0.02%	471
2022 Q4	$500K	Sell	8,052 -208	-3%	-$11.7K	0.03%	360
2022 Q3	$413K	Sell	8,260 -147	-2%	-$7.78K	0.03%	366
2022 Q2	$472K	Buy	8,407 +1,072	+15%	+$66.6K	0.02%	494
2022 Q1	$505K	Buy	7,335 +1,821	+33%	+$111K	0.01%	571
2021 Q4	$297K	Buy	5,514 +187	+4%	+$9.35K	0.01%	907
2021 Q3	$254K	Buy	5,327 +342	+7%	+$20.9K	0.01%	827
2021 Q2	$324K	Sell	4,985 -48	-1%	-$3.17K	0.01%	747
2021 Q1	$339K	Buy	+5,033	New	+$324K	0.01%	803

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