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Forum Financial Management’s BP BP Stock Holding History

Forum Financial 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 		$219K Sell
5,928
-1,115
-16% -$48.9K ﹤0.01% 315
2026
Q1 		$331K Sell
7,043
-19,319
-73% -$757K ﹤0.01% 251
2025
Q4 		$916K Buy
26,362
+63
+0.2% +$2.21K 0.01% 270
2025
Q3 		$906K Sell
26,299
-226
-0.9% -$7.57K 0.01% 262
2025
Q2 		$794K Buy
26,525
+74
+0.3% +$2.17K 0.01% 256
2025
Q1 		$894K Buy
+26,451
New +$863K 0.01% 224
2024
Q4 		– Sell
-23,607
Closed -$741K – 938
2024
Q3 		$741K Buy
23,607
+120
+0.5% +$4.06K 0.01% 233
2024
Q2 		$848K Buy
23,487
+343
+1% +$12.9K 0.02% 202
2024
Q1 		$872K Buy
23,144
+139
+0.6% +$4.98K 0.01% 208
2023
Q4 		$814K Buy
23,005
+410
+2% +$15K 0.02% 193
2023
Q3 		$875K Buy
22,595
+17
+0.1% +$631 0.02% 178
2023
Q2 		$797K Buy
22,578
+18
+0.1% +$666 0.02% 189
2023
Q1 		$856K Sell
22,560
-3,113
-12% -$116K 0.02% 160
2022
Q4 		$897K Buy
25,673
+87
+0.3% +$2.9K 0.03% 149
2022
Q3 		$730K Sell
25,586
-455
-2% -$13.5K 0.04% 153
2022
Q2 		$738K Buy
26,041
+2,350
+10% +$72K 0.04% 156
2022
Q1 		$696K Buy
23,691
+15
+0.1% +$457 0.03% 180
2021
Q4 		$630K Buy
+23,676
New +$657K 0.03% 198

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 $3.37T AUM 44.26% 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

Forum Financial Management's BP Position: Q2 2026 in Review

Forum Financial Management reduced its BP (BP) stake by 16% in Q2 2026, selling an estimated $48.9K and leaving 5,928 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Forum Financial Management first reported a position in BP in Q4 2021 and has held it in 18 quarters since. The position peaked at $916K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Forum Financial Management held 5,928 shares of BP worth $219K as of Q2 2026.
  • Forum Financial Management sold 1,115 BP shares in Q2 2026, an estimated $48.9K.
  • BP made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #315 holding.
  • Forum Financial Management first reported a position in BP in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's BP position peaked at $916K in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.