AE Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Sell |
27,511
-1,139
| -4% | -$44.6K | 0.01% | 772 |
|
|
2025
Q4 | $995K | Buy |
28,650
+6,036
| +27% | +$212K | 0.01% | 803 |
|
|
2025
Q3 | $779K | Buy |
22,614
+1,768
| +8% | +$59.2K | 0.01% | 819 |
|
|
2025
Q2 | $624K | Sell |
20,846
-3,510
| -14% | -$103K | ﹤0.01% | 847 |
|
|
2025
Q1 | $823K | Buy |
24,356
+1,187
| +5% | +$38.7K | 0.01% | 762 |
|
|
2024
Q4 | $685K | Buy |
23,169
+6,357
| +38% | +$191K | 0.01% | 807 |
|
|
2024
Q3 | $528K | Sell |
16,812
-4,819
| -22% | -$163K | ﹤0.01% | 874 |
|
|
2024
Q2 | $781K | Sell |
21,631
-1,353
| -6% | -$50.7K | 0.01% | 767 |
|
|
2024
Q1 | $866K | Sell |
22,984
-324,564
| -93% | -$11.6M | 0.01% | 682 |
|
|
2023
Q4 | $12.4M | Buy |
347,548
+5,536
| +2% | +$203K | 0.06% | 347 |
|
|
2023
Q3 | $13.2M | Sell |
342,012
-1,240
| -0.4% | -$46K | 0.08% | 309 |
|
|
2023
Q2 | $12.1M | Sell |
343,252
-43,806
| -11% | -$1.62M | 0.07% | 332 |
|
|
2023
Q1 | $14.7M | Buy |
387,058
+13,623
| +4% | +$509K | 0.09% | 259 |
|
|
2022
Q4 | $13M | Buy |
373,435
+15,109
| +4% | +$503K | 0.09% | 250 |
|
|
2022
Q3 | $10.2M | Buy |
358,326
+15,422
| +4% | +$459K | 0.08% | 260 |
|
|
2022
Q2 | $9.72M | Buy |
342,904
+91,010
| +36% | +$2.79M | 0.08% | 277 |
|
|
2022
Q1 | $7.41M | Sell |
251,894
-11,617
| -4% | -$354K | 0.05% | 348 |
|
|
2021
Q4 | $7.02M | Buy |
263,511
+2,435
| +0.9% | +$67.5K | 0.05% | 352 |
|
|
2021
Q3 | $7.13M | Buy |
261,076
+49,295
| +23% | +$1.23M | 0.06% | 296 |
|
|
2021
Q2 | $5.59M | Buy |
211,781
+65,700
| +45% | +$1.72M | 0.05% | 334 |
|
|
2021
Q1 | $3.56M | Sell |
146,081
-8,635
| -6% | -$208K | 0.04% | 402 |
|
|
2020
Q4 | $3.17M | Sell |
154,716
-72,250
| -32% | -$1.36M | 0.04% | 366 |
|
|
2020
Q3 | $3.96M | Buy |
226,966
+47,287
| +26% | +$1.02M | 0.06% | 272 |
|
|
2020
Q2 | $4.19M | Buy |
179,679
+4,912
| +3% | +$118K | 0.06% | 256 |
|
|
2020
Q1 | $4.26M | Buy |
174,767
+294
| +0.2% | +$9.51K | 0.1% | 187 |
|
|
2019
Q4 | $6.58M | Buy |
174,473
+26,292
| +18% | +$998K | 0.14% | 136 |
|
|
2019
Q3 | $5.63M | Sell |
148,181
-12,763
| -8% | -$487K | 0.16% | 121 |
|
|
2019
Q2 | $6.6M | Buy |
160,944
+60,542
| +60% | +$2.54M | 0.2% | 91 |
|
|
2019
Q1 | $4.32M | Sell |
100,402
-756
| -0.7% | -$31K | 0.3% | 74 |
|
|
2018
Q4 | $3.72M | Sell |
101,158
-63,587
| -39% | -$2.54M | 0.64% | 38 |
|
|
2018
Q3 | $7.25M | Buy |
164,745
+57,809
| +54% | +$2.42M | 0.4% | 49 |
|
|
2018
Q2 | $4.6M | Buy |
106,936
+61,258
| +134% | +$2.57M | 0.31% | 52 |
|
|
2018
Q1 | $1.72M | Buy |
45,678
+1,932
| +4% | +$72.8K | 0.13% | 105 |
|
|
2017
Q4 | $1.68M | Sell |
43,746
-6,253
| -13% | -$227K | 0.15% | 103 |
|
|
2017
Q3 | $1.73M | Buy |
49,999
+144
| +0.3% | +$4.58K | 0.16% | 91 |
|
|
2017
Q2 | $1.53M | Buy |
49,855
+15,761
| +46% | +$490K | 0.18% | 96 |
|
|
2017
Q1 | $1.03M | Buy |
34,094
+4,691
| +16% | +$143K | 0.19% | 105 |
|
|
2016
Q4 | $942K | Buy |
+29,403
| New | +$885K | 0.38% | 60 |
|
Other funds holding BP
AE Wealth Management's BP Position: Q1 2026 in Review
AE Wealth Management reduced its BP (BP) stake by 4% in Q1 2026, selling an estimated $44.6K and leaving 27,511 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #772.
AE Wealth Management first reported a position in BP in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.7M in Q1 2023. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.
- AE Wealth Management held 27,511 shares of BP worth $1.29M as of Q1 2026.
- AE Wealth Management sold 1,139 BP shares in Q1 2026, an estimated $44.6K.
- BP made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #772 holding.
- AE Wealth Management first reported a position in BP in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's BP position peaked at $14.7M in Q1 2023.
- 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.