Analyst IMS Investment Management Services’s BP BP Stock Holding History

Analyst IMS Investment Management Services’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	$759K	Hold	16,167	–	–	0.02%	94
2025 Q4	$562K	Hold	16,167	–	–	0.02%	103
2025 Q3	$558K	Sell	16,167 -780	-5%	-$26.1K	0.02%	104
2025 Q2	$507K	Hold	16,947	–	–	0.02%	112
2025 Q1	$572K	Hold	16,947	–	–	0.02%	105
2024 Q4	$501K	Hold	16,947	–	–	0.02%	108
2024 Q3	$532K	Hold	16,947	–	–	0.02%	103
2024 Q2	$612K	Hold	16,947	–	–	0.03%	89
2024 Q1	$638K	Buy	16,947 +7,967	+89%	+$286K	0.03%	80
2023 Q4	$318K	Hold	8,980	–	–	0.02%	93
2023 Q3	$354K	Hold	8,980	–	–	0.02%	86
2023 Q2	$314K	Buy	8,980 +3,280	+58%	+$121K	0.02%	80
2023 Q1	$216K	Buy	+5,700	New	+$213K	0.02%	89

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Analyst IMS Investment Management Services's BP Position: Q1 2026 in Review

Analyst IMS Investment Management Services held its BP (BP) position steady in Q1 2026 at 16,167 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #94.

Analyst IMS Investment Management Services first reported a position in BP in Q1 2023 and has held it in 13 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Analyst IMS Investment Management Services held 16,167 shares of BP worth $759K as of Q1 2026.
Analyst IMS Investment Management Services left its BP share count unchanged in Q1 2026.
BP made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #94 holding.
Analyst IMS Investment Management Services first reported a position in BP in Q1 2023 and has held it in 13 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.