EWM
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Edge Wealth Management’s BP BP Stock Holding History

Edge Wealth 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
Q2 		$480K Buy
12,984
+10
+0.1% +$439 0.08% 52
2026
Q1 		$610K Sell
12,974
-1,491
-10% -$58.4K 0.1% 44
2025
Q4 		$502K Sell
14,465
-3,080
-18% -$108K 0.09% 46
2025
Q3 		$605K Buy
17,545
+23
+0.1% +$770 0.11% 48
2025
Q2 		$524K Hold
17,522
– – 0.1% 48
2025
Q1 		$592K Buy
17,522
+10
+0.1% +$326 0.12% 43
2024
Q4 		$518K Sell
17,512
-139
-0.8% -$4.18K 0.1% 47
2024
Q3 		$554K Sell
17,651
-51
-0.3% -$1.73K 0.11% 46
2024
Q2 		$639K Sell
17,702
-1,063
-6% -$39.8K 0.13% 41
2024
Q1 		$707K Sell
18,765
-60
-0.3% -$2.15K 0.15% 40
2023
Q4 		$666K Sell
18,825
-5,141
-21% -$188K 0.15% 43
2023
Q3 		$928K Sell
23,966
-993
-4% -$36.9K 0.22% 43
2023
Q2 		$881K Sell
24,959
-16
-0.1% -$592 0.19% 45
2023
Q1 		$948K Sell
24,975
-4,475
-15% -$167K 0.22% 40
2022
Q4 		$1.03M Sell
29,450
-941
-3% -$31.3K 0.24% 42
2022
Q3 		$872K Sell
30,391
-1,287
-4% -$38.3K 0.19% 41
2022
Q2 		$898K Sell
31,678
-8,780
-22% -$269K 0.19% 42
2022
Q1 		$1.19M Sell
40,458
-2,376
-6% -$72.4K 0.23% 46
2021
Q4 		$1.14M Sell
42,834
-41,662
-49% -$1.16M 0.21% 49
2021
Q3 		$2.31M Sell
84,496
-6,722
-7% -$168K 0.45% 43
2021
Q2 		$2.41M Buy
91,218
+376
+0.4% +$9.86K 0.49% 41
2021
Q1 		$2.21M Buy
90,842
+5,490
+6% +$132K 0.47% 43
2020
Q4 		$1.76M Sell
85,352
-25,150
-23% -$474K 0.4% 47
2020
Q3 		$1.93M Sell
110,502
-21,852
-17% -$473K 0.44% 45
2020
Q2 		$3.09M Sell
132,354
-22,898
-15% -$550K 0.59% 44
2020
Q1 		$3.79M Sell
155,252
-207,812
-57% -$6.72M 0.82% 37
2019
Q4 		$13.6M Buy
363,064
+8,296
+2% +$315K 2.72% 10
2019
Q3 		$13.5M Buy
354,768
+31,219
+10% +$1.19M 3.1% 7
2019
Q2 		$13.3M Buy
323,549
+11,898
+4% +$499K 2.94% 7
2019
Q1 		$13.4M Sell
311,651
-3,660
-1% -$150K 3.3% 6
2018
Q4 		$11.6M Sell
315,311
-15,914
-5% -$635K 3.27% 7
2018
Q3 		$14.6M Buy
331,225
+31,018
+10% +$1.3M 3.5% 6
2018
Q2 		$12.9M Sell
300,207
-25,042
-8% -$1.05M 3.28% 6
2018
Q1 		$12.3M Sell
325,249
-5,734
-2% -$216K 3.25% 8
2017
Q4 		$12.8M Sell
330,983
-18,478
-5% -$669K 3.62% 6
2017
Q3 		$12.1M Buy
349,461
+96,200
+38% +$3.06M 3.66% 7
2017
Q2 		$7.74M Sell
253,261
-2,734
-1% -$85.1K 2.44% 17
2017
Q1 		$7.7M Buy
255,995
+62,137
+32% +$1.89M 2.67% 15
2016
Q4 		$6.21M Sell
193,858
-2,042
-1% -$61.4K 2.35% 15
2016
Q3 		$5.76M Buy
195,900
+6,360
+3% +$185K 2.45% 14
2016
Q2 		$5.66M Buy
189,540
+31,752
+20% +$856K 2.36% 16
2016
Q1 		$4.01M Sell
157,788
-52,109
-25% -$1.31M 1.82% 21
2015
Q4 		$5.53M Sell
209,897
-2,571
-1% -$73.1K 2.09% 15
2015
Q3 		$5.4M Buy
212,468
+133,759
+170% +$3.92M 2.03% 18
2015
Q2 		$2.65M Buy
78,709
+3,993
+5% +$140K 0.91% 33
2015
Q1 		$2.43M Buy
74,716
+4,554
+6% +$149K 0.82% 35
2014
Q4 		$2.22M Sell
70,162
-191,098
-73% -$6.42M 0.81% 31
2014
Q3 		$9.39M Buy
261,260
+25,793
+11% +$1.02M 3.62% 9
2014
Q2 		$10.2M Buy
235,467
+10,389
+5% +$429K 4.22% 6
2014
Q1 		$8.86M Buy
225,078
+6,589
+3% +$260K 3.71% 8
2013
Q4 		$8.69M Buy
218,489
+4,410
+2% +$164K 4.01% 3
2013
Q3 		$7.36M Buy
214,079
+64,096
+43% +$2.2M 4.49% 3
2013
Q2 		$5.13M Buy
+149,983
New +$5.22M 3.43% 11

Other funds holding BP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Edge Wealth Management's BP Position: Q2 2026 in Review

Edge Wealth Management increased its BP (BP) stake by 0.08% in Q2 2026, buying an estimated $439 and bringing the position to 12,984 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #52.

Edge Wealth Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.6M in Q3 2018. 190 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Edge Wealth Management held 12,984 shares of BP worth $480K as of Q2 2026.
  • Edge Wealth Management bought 10 BP shares in Q2 2026, an estimated $439.
  • BP made up 0.08% of Edge Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Edge Wealth Management first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's BP position peaked at $14.6M in Q3 2018.
  • 190 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.