Townsend & Associates’s BHP BHP Stock Holding History

Townsend & Associates’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 Q3	$51.7M	Buy	620,441 +1,173	+0.2%	+$102K	4.35%	3
2026 Q2	$49.8M	Buy	619,268 +532	+0.1%	+$44.2K	4.25%	3
2026 Q1	$49.8M	Sell	618,736 -7,345	-1%	-$519K	4.3%	3
2025 Q4	$41.3M	Buy	626,081 +8,308	+1%	+$472K	3.69%	7
2025 Q3	$34.3M	Buy	617,773 +17,198	+3%	+$915K	3.26%	10
2025 Q2	$31.9M	Buy	600,575 +240,075	+67%	+$11.5M	3.16%	9
2025 Q1	$16.9M	Buy	360,500 +89,845	+33%	+$4.47M	1.76%	19
2024 Q4	$13.6M	Buy	270,655 +9,065	+3%	+$493K	1.39%	33
2024 Q3	$14.6M	Buy	261,590 +10,360	+4%	+$572K	1.5%	30
2024 Q2	$13.9M	Buy	251,230 +6,739	+3%	+$392K	1.54%	31
2024 Q1	$14.4M	Buy	244,491 +8,054	+3%	+$482K	1.67%	28
2023 Q4	$14.7M	Buy	236,437 +90,105	+62%	+$5.44M	1.84%	18
2023 Q3	$8.37M	Buy	146,332 +17,339	+13%	+$1.01M	1.77%	19
2023 Q2	$8.28M	Buy	128,993 +24,649	+24%	+$1.47M	2.13%	11
2023 Q1	$6.16M	Buy	104,344 +12,576	+14%	+$811K	2.47%	8
2022 Q4	$6.12M	Buy	91,768 +17,821	+24%	+$1M	3.03%	6
2022 Q3	$3.94M	Buy	+73,947	New	+$3.92M	1.82%	10

Other funds holding BHP

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Townsend & Associates's BHP Position: Q3 2026 in Review

Townsend & Associates increased its BHP (BHP) stake by 0.19% in Q3 2026, buying an estimated $102K and bringing the position to 620,441 shares worth $51.7M. The position accounts for 4.35% of the portfolio, ranked #3.

Townsend & Associates first reported a position in BHP in Q3 2022 and has held it in 17 quarters since. 322 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

Townsend & Associates held 620,441 shares of BHP worth $51.7M as of Q3 2026.
Townsend & Associates bought 1,173 BHP shares in Q3 2026, an estimated $102K.
BHP made up 4.35% of Townsend & Associates's portfolio in Q3 2026, its #3 holding.
Townsend & Associates first reported a position in BHP in Q3 2022 and has held it in 17 quarters since.
322 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.