BPWM
BP icon

Badgley Phelps Wealth Managers’s BP BP Stock Holding History

Badgley Phelps Wealth Managers’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 		$217K Buy
+4,625
New +$181K ﹤0.01% 314
2022
Q4 		– Sell
-8,199
Closed -$234K – 215
2022
Q3 		$234K Sell
8,199
-100
-1% -$2.98K 0.01% 178
2022
Q2 		$235K Buy
+8,299
New +$254K 0.01% 184

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Badgley Phelps Wealth Managers's BP Position: Q1 2026 in Review

Badgley Phelps Wealth Managers opened a new position in BP (BP) in Q1 2026: 4,625 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in BP as recently as Q3 2022.

Badgley Phelps Wealth Managers first reported a position in BP in Q2 2022 and has held it in 3 quarters since. The position peaked at $235K in Q2 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Badgley Phelps Wealth Managers held 4,625 shares of BP worth $217K as of Q1 2026.
  • BP was a new Badgley Phelps Wealth Managers position in Q1 2026.
  • BP made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #314 holding.
  • Badgley Phelps Wealth Managers first reported a position in BP in Q2 2022 and has held it in 3 quarters since.
  • Badgley Phelps Wealth Managers's BP position peaked at $235K in Q2 2022.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.