Belpointe Asset Management’s BP BP Stock Holding History

Belpointe Asset Management’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	$321K	Sell	6,836 -2,409	-26%	-$94.4K	0.01%	836
2025 Q4	$321K	Sell	9,245 -872	-9%	-$30.6K	0.01%	807
2025 Q3	$349K	Buy	10,117 +35	+0.3%	+$1.17K	0.01%	743
2025 Q2	$302K	Buy	10,082 +1,031	+11%	+$30.2K	0.01%	753
2025 Q1	$306K	Buy	9,051 +1,056	+13%	+$34.5K	0.02%	721
2024 Q4	$272K	Sell	7,995 -341	-4%	-$10.2K	0.02%	693
2024 Q3	$262K	Buy	+8,336	New	+$282K	0.02%	709
2024 Q2	–	Sell	-6,606	Closed	-$249K	–	858
2024 Q1	$249K	Buy	6,606 +556	+9%	+$19.9K	0.02%	670
2023 Q4	$214K	Sell	6,050 -7,192	-54%	-$263K	0.02%	637
2023 Q3	$513K	Buy	13,242 +6,292	+91%	+$234K	0.05%	336
2023 Q2	$245K	Sell	6,950 -47,063	-87%	-$1.74M	0.03%	515
2023 Q1	$2.05M	Buy	54,013 +15,729	+41%	+$588K	0.11%	196
2022 Q4	$1.34M	Buy	38,284 +51	+0.1%	+$1.7K	0.08%	252
2022 Q3	$1.09M	Sell	38,233 -158	-0.4%	-$4.7K	0.07%	271
2022 Q2	$1.09M	Sell	38,391 -8,196	-18%	-$251K	0.07%	278
2022 Q1	$1.37M	Buy	46,587 +3,489	+8%	+$106K	0.08%	252
2021 Q4	$1.15M	Sell	43,098 -4,518	-9%	-$125K	0.07%	282
2021 Q3	$1.3M	Buy	47,616 +554	+1%	+$13.9K	0.09%	242
2021 Q2	$1.24M	Sell	47,062 -619	-1%	-$16.2K	0.09%	245
2021 Q1	$1.16M	Buy	47,681 +4,915	+11%	+$118K	0.1%	222
2020 Q4	$877K	Sell	42,766 -38,224	-47%	-$720K	0.08%	275
2020 Q3	$1.41M	Sell	80,990 -40,355	-33%	-$874K	0.16%	139
2020 Q2	$2.83M	Buy	121,345 +37,474	+45%	+$899K	0.37%	53
2020 Q1	$2.05M	Buy	83,871 +42,808	+104%	+$1.38M	0.36%	63
2019 Q4	$1.55M	Buy	41,063 +11,792	+40%	+$448K	0.2%	119
2019 Q3	$1.11M	Buy	29,271 +16,514	+129%	+$630K	0.18%	132
2019 Q2	$523K	Sell	12,757 -8,384	-40%	-$352K	0.1%	218
2019 Q1	$909K	Buy	21,141 +11,042	+109%	+$453K	0.18%	99
2018 Q4	$371K	Sell	10,099 -434	-4%	-$17.3K	0.09%	235
2018 Q3	$464K	Buy	+10,533	New	+$440K	0.07%	277

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

Belpointe Asset Management's BP Position: Q1 2026 in Review

Belpointe Asset Management reduced its BP (BP) stake by 26% in Q1 2026, selling an estimated $94.4K and leaving 6,836 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #836.

Belpointe Asset Management first reported a position in BP in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.83M in Q2 2020. 1,256 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Belpointe Asset Management held 6,836 shares of BP worth $321K as of Q1 2026.
Belpointe Asset Management sold 2,409 BP shares in Q1 2026, an estimated $94.4K.
BP made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #836 holding.
Belpointe Asset Management first reported a position in BP in Q3 2018 and has held it in 30 quarters since.
Belpointe Asset Management's BP position peaked at $2.83M in Q2 2020.
1,256 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.