4WM
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49 Wealth Management’s BP BP Stock Holding History

49 Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,868
Closed -$204K – 207
2025
Q4 		$204K Sell
5,868
-3,480
-37% -$122K 0.02% 186
2025
Q3 		$322K Sell
9,348
-2,484
-21% -$83.2K 0.03% 142
2025
Q2 		$354K Buy
11,832
+127
+1% +$3.73K 0.04% 117
2025
Q1 		$396K Sell
11,705
-411
-3% -$13.4K 0.05% 111
2024
Q4 		$358K Buy
+12,116
New +$364K 0.05% 106

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

49 Wealth Management's BP Position: Q1 2026 in Review

49 Wealth Management sold out of BP (BP) in Q1 2026, closing a stake of 5,868 shares — an estimated $204K sold.

49 Wealth Management first reported a position in BP in Q4 2024 and held it in 5 quarters. The position peaked at $396K in Q1 2025. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • 49 Wealth Management reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • 49 Wealth Management sold 5,868 BP shares in Q1 2026, an estimated $204K.
  • 49 Wealth Management first reported a position in BP in Q4 2024 and held it in 5 quarters.
  • 49 Wealth Management's BP position peaked at $396K in Q1 2025.
  • 1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.