Welch & Forbes’s BHP BHP Stock Holding History

Welch & Forbes’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 Q2	–	Sell	-3,619	Closed	-$263K	–	389
2026 Q1	$263K	Hold	3,619	–	–	﹤0.01%	338
2025 Q4	$218K	Sell	3,619 -1,500	-29%	-$85.2K	﹤0.01%	362
2025 Q3	$285K	Buy	5,119 +404	+9%	+$21.5K	﹤0.01%	339
2025 Q2	$227K	Hold	4,715	–	–	﹤0.01%	364
2025 Q1	$229K	Hold	4,715	–	–	﹤0.01%	346
2024 Q4	$230K	Hold	4,715	–	–	﹤0.01%	358
2024 Q3	$293K	Hold	4,715	–	–	﹤0.01%	334
2024 Q2	$275K	Hold	4,715	–	–	﹤0.01%	337
2024 Q1	$272K	Hold	4,715	–	–	﹤0.01%	346
2023 Q4	$322K	Hold	4,715	–	–	﹤0.01%	327
2023 Q3	$268K	Hold	4,715	–	–	﹤0.01%	337
2023 Q2	$281K	Buy	4,715 +206	+5%	+$12.3K	﹤0.01%	337
2023 Q1	$286K	Buy	4,509 +9	+0.2%	+$580	﹤0.01%	333
2022 Q4	$279K	Buy	+4,500	New	+$253K	0.01%	335

Other funds holding BHP

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Welch & Forbes's BHP Position: Q2 2026 in Review

Welch & Forbes sold out of BHP (BHP) in Q2 2026, closing a stake of 3,619 shares — an estimated $263K sold.

Welch & Forbes first reported a position in BHP in Q4 2022 and held it in 14 quarters. The position peaked at $322K in Q4 2023. 815 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Welch & Forbes reported no remaining BHP position as of Q2 2026 after selling out during the quarter.
Welch & Forbes sold 3,619 BHP shares in Q2 2026, an estimated $263K.
Welch & Forbes first reported a position in BHP in Q4 2022 and held it in 14 quarters.
Welch & Forbes's BHP position peaked at $322K in Q4 2023.
815 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.