IWM
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IMG Wealth Management’s BP BP Stock Holding History

IMG 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 		$7.83K Hold
212
– – ﹤0.01% 359
2026
Q1 		$9.96K Hold
212
– – 0.01% 293
2025
Q4 		$7.36K Hold
212
– – ﹤0.01% 368
2025
Q3 		$7.31K Hold
212
– – ﹤0.01% 310
2025
Q2 		$6.34K Hold
212
– – ﹤0.01% 320
2025
Q1 		$7.16K Hold
212
– – 0.01% 230
2024
Q4 		$6.27K Buy
+212
New +$6.37K 0.01% 205

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

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

IMG Wealth Management held its BP (BP) position steady in Q2 2026 at 212 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

IMG Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.96K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • IMG Wealth Management held 212 shares of BP worth $7.83K as of Q2 2026.
  • IMG Wealth Management left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #359 holding.
  • IMG Wealth Management first reported a position in BP in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's BP position peaked at $9.96K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.