BHP BHP GROUP LTD ADR

Ownership history in Boit C F David  ·  9 quarters on record

AI Ownership Summary

Boit C F David reported BHP GROUP LTD ADR (BHP) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows BHP at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in BHP GROUP LTD ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BHP was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boit C F David held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,000 0% 0.06% $145K 2026-04-09 $77.23
2025 Q4 UNCHANGED 2,000 0% 0.05% $123K 2026-01-15 $64.75
2025 Q3 UNCHANGED 2,000 0% 0.05% $112K 2025-10-28 $56.03
2025 Q2 UNCHANGED 2,000 0% 0.05% $96K 2025-07-30 $49.67
2025 Q1 UNCHANGED 2,000 0% 0.05% $97K 2025-04-08 $39.44
2024 Q4 UNCHANGED 2,000 0% 0.04% $98K 2025-01-24 $47.94
2024 Q3 UNCHANGED 2,000 0% 0.06% $125K 2024-10-07 $58.46
2024 Q2 UNCHANGED 2,000 0% 0.06% $114K 2024-07-10 $54.73
2023 Q4 INITIATED 2,000 0.08% $134K 2024-01-24 $56.69

FAQ About Boit C F David and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning BHP?

Boit C F David reported BHP across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BHP position in Boit C F David's portfolio?

The largest reported portfolio weight for BHP was 0.08% in 2023 Q4.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 2,000 shares, equal to 0.06% of portfolio, with an estimated market value of $145K.

What does the chart on this BHP ownership page compare?

The chart compares Boit C F David's quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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