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Aegis Wealth Management (Maryland)’s BP BP Stock Holding History

Aegis Wealth Management (Maryland)’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
Q2 		$474K Hold
12,840
– – 0.22% 87
2026
Q1 		$603K Buy
12,840
+1,258
+11% +$49.3K 0.35% 60
2025
Q4 		$402K Sell
11,582
-211
-2% -$7.4K 0.23% 72
2025
Q3 		$406K Hold
11,793
– – 0.22% 70
2025
Q2 		$398K Hold
11,793
– – 0.24% 63
2025
Q1 		$398K Hold
11,793
– – 0.23% 66
2024
Q4 		$349K Buy
+11,793
New +$354K 0.24% 68

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s BP Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its BP (BP) position steady in Q2 2026 at 12,840 shares worth $474K. The position accounts for 0.22% of the portfolio, ranked #87.

Aegis Wealth Management (Maryland) first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 12,840 shares of BP worth $474K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its BP share count unchanged in Q2 2026.
  • BP made up 0.22% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #87 holding.
  • Aegis Wealth Management (Maryland) first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s BP position peaked at $603K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.