BHP BHP GROUP LTD

Ownership history in Townsend & Associates, Inc  ·  14 quarters on record

AI Ownership Summary

Townsend & Associates, Inc reported BHP GROUP LTD (BHP) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.69% in 2025 Q4. The latest visible filing shows BHP at 3.69% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Townsend & Associates, Inc's position in BHP GROUP LTD, 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
2025 Q4

BHP was reported at 3.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.69% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Townsend & Associates, Inc held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 626,081 +8,308 +1.3% 3.69% $41.3M 2026-02-14 (Est.) $71.96
2025 Q3 ADDED 617,773 +17,198 +2.9% 3.26% $34.3M 2025-10-21 $54.89
2025 Q2 ADDED 600,575 +240,075 +66.6% 3.16% $31.9M 2025-07-30 $49.67
2025 Q1 ADDED 360,500 +89,845 +33.2% 1.76% $16.9M 2025-04-25 $47.28
2024 Q4 ADDED 270,655 +9,065 +3.5% 1.39% $13.6M 2025-02-04 $47.90
2024 Q3 ADDED 261,590 +10,360 +4.1% 1.50% $14.6M 2024-11-01 $53.78
2024 Q2 ADDED 251,230 +6,739 +2.8% 1.54% $13.9M 2024-08-05 $49.58
2024 Q1 ADDED 244,491 +8,054 +3.4% 1.67% $14.4M 2024-04-24 $55.38
2023 Q4 ADDED 236,437 +90,105 +61.6% 1.84% $14.7M 2024-02-07 $55.19
2023 Q3 ADDED 146,332 +17,339 +13.4% 1.77% $8.4M 2023-11-01 $52.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Townsend & Associates, Inc and BHP

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

How long has Townsend & Associates, Inc reported owning BHP?

Townsend & Associates, Inc reported BHP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BHP position in Townsend & Associates, Inc's portfolio?

The largest reported portfolio weight for BHP was 3.69% in 2025 Q4.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2025 Q4, when Townsend & Associates, Inc reported 626,081 shares, equal to 3.69% of portfolio, with an estimated market value of $41.3M.

What does the chart on this BHP ownership page compare?

The chart compares Townsend & Associates, Inc'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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