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 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

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