Trust Company of Vermont’s BHP BHP Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-250	Closed	-$12K	–	1104
2025 Q2	$12K	Buy	+250	New	+$12K	﹤0.01%	792
2025 Q1	–	Sell	-166	Closed	-$8.11K	–	1041
2024 Q4	$8.11K	Sell	166 -400	-71%	-$21.7K	﹤0.01%	791
2024 Q3	$35.2K	Hold	566	–	–	﹤0.01%	569
2024 Q2	$32.3K	Hold	566	–	–	﹤0.01%	548
2024 Q1	$32.7K	Hold	566	–	–	﹤0.01%	545
2023 Q4	$38.7K	Hold	566	–	–	﹤0.01%	461
2023 Q3	$32.2K	Hold	566	–	–	﹤0.01%	505
2023 Q2	$33.8K	Hold	566	–	–	﹤0.01%	526
2023 Q1	$35.9K	Hold	566	–	–	﹤0.01%	536
2022 Q4	$35.1K	Hold	566	–	–	﹤0.01%	519
2022 Q3	$28K	Hold	566	–	–	﹤0.01%	555
2022 Q2	$32K	Buy	+566	New	+$35.1K	﹤0.01%	521
2022 Q1	–	Sell	-203	Closed	-$11K	–	356
2021 Q4	$11K	Buy	+203	New	+$10.2K	﹤0.01%	652
2021 Q3	–	Sell	-203	Closed	-$13K	–	347
2021 Q2	$13K	Buy	203 +186	+1,094%	+$12.3K	﹤0.01%	614
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	733
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	732
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	723
2020 Q2	$1K	Sell	17 -2,176	-99%	-$85.2K	﹤0.01%	742
2020 Q1	$72K	Sell	2,193 -862	-28%	-$36K	0.01%	390
2019 Q4	$149K	Sell	3,055 -224	-7%	-$10.2K	0.01%	350
2019 Q3	$144K	Sell	3,279 -41	-1%	-$1.92K	0.01%	362
2019 Q2	$172K	Sell	3,320 -125	-4%	-$6.04K	0.01%	334
2019 Q1	$168K	Sell	3,445 -97	-3%	-$4.42K	0.01%	327
2018 Q4	$153K	Sell	3,542 -754	-18%	-$31.6K	0.01%	328
2018 Q3	$191K	Sell	4,296 -247	-5%	-$10.7K	0.02%	326
2018 Q2	$203K	Hold	4,543	–	–	0.02%	319
2018 Q1	$180K	Sell	4,543 -253	-5%	-$10.6K	0.02%	321
2017 Q4	$197K	Buy	4,796 +1,302	+37%	+$49K	0.02%	327
2017 Q3	$126K	Sell	3,494 -8,467	-71%	-$309K	0.01%	374
2017 Q2	$380K	Sell	11,961 -7,711	-39%	-$245K	0.04%	244
2017 Q1	$637K	Sell	19,672 -667	-3%	-$23K	0.07%	194
2016 Q4	$650K	Sell	20,339 -1,229	-6%	-$39.8K	0.07%	184
2016 Q3	$666K	Sell	21,568 -202	-0.9%	-$5.54K	0.08%	168
2016 Q2	$555K	Sell	21,770 -2,288	-10%	-$57K	0.07%	172
2016 Q1	$556K	Buy	24,058 +2,127	+10%	+$45K	0.08%	168
2015 Q4	$504K	Sell	21,931 -23,191	-51%	-$620K	0.07%	171
2015 Q3	$1.27M	Sell	45,122 -1,209	-3%	-$39.3K	0.2%	121
2015 Q2	$1.68M	Sell	46,331 -11,008	-19%	-$444K	0.24%	110
2015 Q1	$2.25M	Sell	57,339 -700	-1%	-$28.4K	0.33%	96
2014 Q4	$2.32M	Sell	58,039 -1,909	-3%	-$88.1K	0.34%	91
2014 Q3	$2.98M	Buy	59,948 +1,378	+2%	+$80.1K	0.45%	69
2014 Q2	$3.39M	Buy	58,570 +846	+1%	+$49.7K	0.52%	58
2014 Q1	$3.31M	Buy	57,724 +2,436	+4%	+$137K	0.54%	56
2013 Q4	$3.19M	Buy	55,288 +1,180	+2%	+$68.3K	0.53%	60
2013 Q3	$3.04M	Buy	54,108 +2,659	+5%	+$145K	0.56%	58
2013 Q2	$2.51M	Buy	+51,449	New	+$2.85M	0.49%	68

Other funds holding BHP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Trust Company of Vermont's BHP Position: Q3 2025 in Review

Trust Company of Vermont sold out of BHP (BHP) in Q3 2025, closing a stake of 250 shares — an estimated $12K sold.

Trust Company of Vermont first reported a position in BHP in Q2 2013 and held it in 46 quarters. The position peaked at $3.39M in Q2 2014. 628 funds tracked by Wall St. Rank hold BHP as of Q3 2025.

Trust Company of Vermont reported no remaining BHP position as of Q3 2025 after selling out during the quarter.
Trust Company of Vermont sold 250 BHP shares in Q3 2025, an estimated $12K.
Trust Company of Vermont first reported a position in BHP in Q2 2013 and held it in 46 quarters.
Trust Company of Vermont's BHP position peaked at $3.39M in Q2 2014.
628 funds tracked by Wall St. Rank held BHP as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.