Institute for Wealth Management’s BP BP Stock Holding History

Institute for 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	$162K	Sell	4,397 -873	-17%	-$38.3K	0.01%	564
2026 Q1	$248K	Buy	+5,270	New	+$206K	0.03%	472
2023 Q2	–	Sell	-5,458	Closed	-$207K	–	463
2023 Q1	$207K	Buy	+5,458	New	+$204K	0.04%	427
2020 Q4	–	Sell	-17,269	Closed	-$302K	–	447
2020 Q3	$302K	Buy	17,269 +1,030	+6%	+$22.3K	0.07%	314
2020 Q2	$379K	Buy	16,239 +1,782	+12%	+$42.8K	0.09%	286
2020 Q1	$353K	Sell	14,457 -91	-0.6%	-$2.94K	0.11%	250
2019 Q4	$549K	Sell	14,548 -1,648	-10%	-$62.6K	0.12%	233
2019 Q3	$615K	Sell	16,196 -1,603	-9%	-$61.2K	0.16%	198
2019 Q2	$730K	Buy	17,799 +1,269	+8%	+$53.2K	0.16%	189
2019 Q1	$711K	Buy	16,530 +582	+4%	+$23.9K	0.15%	181
2018 Q4	$586K	Buy	+15,948	New	+$637K	0.24%	129
2018 Q1	–	Sell	-6,873	Closed	-$262K	–	270
2017 Q4	$262K	Sell	6,873 -8,097	-54%	-$293K	0.06%	320
2017 Q3	$519K	Sell	14,970 -8,457	-36%	-$269K	0.17%	179
2017 Q2	$718K	Buy	+23,427	New	+$729K	0.2%	169
2013 Q3	–	Sell	-303	Closed	-$10K	–	71
2013 Q2	$10K	Buy	+303	New	+$10.5K	0.01%	87

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Institute for Wealth Management's BP Position: Q2 2026 in Review

Institute for Wealth Management reduced its BP (BP) stake by 17% in Q2 2026, selling an estimated $38.3K and leaving 4,397 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #564.

Institute for Wealth Management first reported a position in BP in Q2 2013 and has held it in 15 quarters since. The position peaked at $730K in Q2 2019. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Institute for Wealth Management held 4,397 shares of BP worth $162K as of Q2 2026.
Institute for Wealth Management sold 873 BP shares in Q2 2026, an estimated $38.3K.
BP made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #564 holding.
Institute for Wealth Management first reported a position in BP in Q2 2013 and has held it in 15 quarters since.
Institute for Wealth Management's BP position peaked at $730K in Q2 2019.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.