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 Q2	$597K	Hold	16,167	–	–	0.01%	118
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 $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Analyst IMS Investment Management Services's BP Position: Q2 2026 in Review

Analyst IMS Investment Management Services held its BP (BP) position steady in Q2 2026 at 16,167 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #118.

Analyst IMS Investment Management Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since. The position peaked at $759K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Analyst IMS Investment Management Services held 16,167 shares of BP worth $597K as of Q2 2026.
Analyst IMS Investment Management Services left its BP share count unchanged in Q2 2026.
BP made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #118 holding.
Analyst IMS Investment Management Services first reported a position in BP in Q1 2023 and has held it in 14 quarters since.
Analyst IMS Investment Management Services's BP position peaked at $759K in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.