Cornerstone Wealth Group’s BP BP Stock Holding History

Cornerstone Wealth Group’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	$236K	Buy	+5,136	New	+$201K	0.02%	390
2024 Q2	–	Sell	-5,802	Closed	-$219K	–	250
2024 Q1	$219K	Buy	+5,802	New	+$208K	0.02%	224
2020 Q1	–	Sell	-34,337	Closed	-$1.3M	–	119
2019 Q4	$1.3M	Buy	+34,337	New	+$1.3M	0.35%	83
2019 Q3	–	Sell	-34,501	Closed	-$1.42M	–	134
2019 Q2	$1.42M	Sell	34,501 -2,212	-6%	-$92.8K	0.38%	80
2019 Q1	$1.58M	Buy	+36,713	New	+$1.5M	0.4%	52

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

Cornerstone Wealth Group's BP Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in BP (BP) in Q1 2026: 5,136 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in BP as recently as Q1 2024.

Cornerstone Wealth Group first reported a position in BP in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.58M in Q1 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Cornerstone Wealth Group held 5,136 shares of BP worth $236K as of Q1 2026.
BP was a new Cornerstone Wealth Group position in Q1 2026.
BP made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #390 holding.
Cornerstone Wealth Group first reported a position in BP in Q1 2019 and has held it in 5 quarters since.
Cornerstone Wealth Group's BP position peaked at $1.58M in Q1 2019.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.