Westside Investment Management’s BHP BHP Stock Holding History

Westside Investment Management’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	$14.4K	Hold	197	–	–	﹤0.01%	1006
2025 Q4	$12.2K	Hold	197	–	–	﹤0.01%	1022
2025 Q3	$11K	Hold	197	–	–	﹤0.01%	1065
2025 Q2	$9.59K	Buy	+197	New	+$9.47K	﹤0.01%	954
2023 Q4	–	Sell	-100	Closed	-$5.69K	–	871
2023 Q3	$5.69K	Hold	100	–	–	﹤0.01%	676
2023 Q2	$5.97K	Buy	+100	New	+$5.96K	﹤0.01%	673
2019 Q2	$2	Buy	+47	New	+$2.27K	﹤0.01%	602
2018 Q4	$2.03K	Hold	47	–	–	﹤0.01%	630
2018 Q3	$2.12K	Hold	47	–	–	﹤0.01%	674
2018 Q2	$2.04K	Hold	47	–	–	﹤0.01%	766
2018 Q1	$1.83K	Hold	47	–	–	﹤0.01%	765
2017 Q4	$2.04K	Hold	47	–	–	﹤0.01%	785
2017 Q3	$1.73K	Hold	47	–	–	﹤0.01%	762
2017 Q2	$1.58K	Hold	47	–	–	﹤0.01%	759
2017 Q1	$1.56K	Hold	47	–	–	﹤0.01%	723
2016 Q4	$1.65K	Buy	+47	New	+$1.52K	﹤0.01%	596

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