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Beaumont Financial Advisors’s BP BP Stock Holding History

Beaumont 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
Q1 		– Sell
-90,501
Closed -$3.14M – 376
2025
Q4 		$3.14M Sell
90,501
-171,419
-65% -$6.01M 0.21% 72
2025
Q3 		$9.03M Sell
261,920
-5,698
-2% -$191K 0.6% 39
2025
Q2 		$8.01M Sell
267,618
-14,510
-5% -$426K 0.58% 41
2025
Q1 		$9.53M Buy
282,128
+93,421
+50% +$3.05M 0.75% 39
2024
Q4 		$5.58M Sell
188,707
-197,589
-51% -$5.94M 0.42% 48
2024
Q3 		$12.1M Sell
386,296
-20,599
-5% -$697K 0.95% 32
2024
Q2 		$14.7M Buy
406,895
+229,557
+129% +$8.6M 1.18% 29
2024
Q1 		$6.68M Buy
+177,338
New +$6.36M 0.55% 42
2020
Q1 		– Sell
-10,960
Closed -$414K – 239
2019
Q4 		$414K Buy
+10,960
New +$416K 0.04% 198
2019
Q3 		– Sell
-5,202
Closed -$213K – 274
2019
Q2 		$213K Buy
+5,202
New +$218K 0.02% 231
2018
Q4 		– Sell
-4,782
Closed -$210K – 198
2018
Q3 		$210K Sell
4,782
-260
-5% -$10.9K 0.02% 217
2018
Q2 		$217K Buy
+5,042
New +$212K 0.02% 190

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Beaumont Financial Advisors's BP Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of BP (BP) in Q1 2026, closing a stake of 90,501 shares — an estimated $3.14M sold.

Beaumont Financial Advisors first reported a position in BP in Q2 2018 and held it in 12 quarters. The position peaked at $14.7M in Q2 2024. 1,261 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining BP position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 90,501 BP shares in Q1 2026, an estimated $3.14M.
  • Beaumont Financial Advisors first reported a position in BP in Q2 2018 and held it in 12 quarters.
  • Beaumont Financial Advisors's BP position peaked at $14.7M in Q2 2024.
  • 1,261 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.