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Baltimore-Washington Financial Advisors’s BP BP Stock Holding History

Baltimore-Washington Financial Advisors’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 		– Sell
-5,235
Closed -$246K – 207
2026
Q1 		$246K Sell
5,235
-1,600
-23% -$62.7K 0.01% 171
2025
Q4 		$237K Buy
+6,835
New +$240K 0.01% 179
2014
Q4 		– Sell
-407
Closed -$15K – 264
2014
Q3 		$15K Buy
+407
New +$16.1K ﹤0.01% 195

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 $3.38T AUM 44.17% 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

Baltimore-Washington Financial Advisors's BP Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors sold out of BP (BP) in Q2 2026, closing a stake of 5,235 shares — an estimated $246K sold.

Baltimore-Washington Financial Advisors first reported a position in BP in Q3 2014 and held it in 3 quarters. The position peaked at $246K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Baltimore-Washington Financial Advisors reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,235 BP shares in Q2 2026, an estimated $246K.
  • Baltimore-Washington Financial Advisors first reported a position in BP in Q3 2014 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's BP position peaked at $246K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.