Summitry LLC’s BHP BHP Stock Holding History

Summitry LLC’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 Q4	–	Sell	-5,748	Closed	-$320K	–	253
2025 Q3	$320K	Buy	5,748 +88	+2%	+$4.68K	0.01%	147
2025 Q2	$272K	Buy	5,660 +1,136	+25%	+$54.6K	0.01%	140
2025 Q1	$220K	Buy	4,524 +366	+9%	+$18.2K	0.01%	130
2024 Q4	$203K	Buy	4,158 +771	+23%	+$41.9K	0.01%	133
2024 Q3	$210K	Buy	+3,387	New	+$187K	0.01%	126

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summitry LLC's BHP Position: Q4 2025 in Review

Summitry LLC sold out of BHP (BHP) in Q4 2025, closing a stake of 5,748 shares — an estimated $320K sold.

Summitry LLC first reported a position in BHP in Q3 2024 and held it in 5 quarters. The position peaked at $320K in Q3 2025. 683 funds tracked by Wall St. Rank hold BHP as of Q4 2025.

Summitry LLC reported no remaining BHP position as of Q4 2025 after selling out during the quarter.
Summitry LLC sold 5,748 BHP shares in Q4 2025, an estimated $320K.
Summitry LLC first reported a position in BHP in Q3 2024 and held it in 5 quarters.
Summitry LLC's BHP position peaked at $320K in Q3 2025.
683 funds tracked by Wall St. Rank held BHP as of Q4 2025.

Based on Summitry LLC's 13F filing for Q4 2025, filed 9 Feb 2026.