XML Financial’s BHP BHP Stock Holding History

XML Financial’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	$621K	Sell	8,540 -160	-2%	-$11.3K	0.05%	238
2025 Q4	$525K	Sell	8,700 -190	-2%	-$10.8K	0.04%	246
2025 Q3	$496K	Hold	8,890	–	–	0.04%	249
2025 Q2	$428K	Sell	8,890 -50	-0.6%	-$2.4K	0.04%	259
2025 Q1	$434K	Sell	8,940 -3,350	-27%	-$167K	0.04%	240
2024 Q4	$600K	Sell	12,290 -297	-2%	-$16.1K	0.05%	209
2024 Q3	$782K	Sell	12,587 -474	-4%	-$26.2K	0.07%	189
2024 Q2	$746K	Buy	13,061 +55	+0.4%	+$3.2K	0.08%	187
2024 Q1	$750K	Sell	13,006 -2,250	-15%	-$135K	0.08%	188
2023 Q4	$1.04M	Buy	15,256 +556	+4%	+$33.6K	0.11%	157
2023 Q3	$836K	Buy	14,700 +1,369	+10%	+$80K	0.1%	170
2023 Q2	$795K	Buy	13,331 +434	+3%	+$25.9K	0.09%	177
2023 Q1	$818K	Buy	12,897 +418	+3%	+$27K	0.1%	173
2022 Q4	$774K	Buy	12,479 +1,789	+17%	+$101K	0.1%	174
2022 Q3	$535K	Buy	+10,690	New	+$566K	0.07%	193
2022 Q2	–	Sell	-3,688	Closed	-$254K	–	242
2022 Q1	$254K	Buy	+3,688	New	+$224K	0.03%	281

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 $871B 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 $5.72T 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 $235B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return