Iron Horse Wealth Management’s BP BP Stock Holding History

Iron Horse 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
2025 Q2	$10.1K	Hold	336	–	–	﹤0.01%	281
2025 Q1	$11.4K	Sell	336 -7	-2%	-$228	﹤0.01%	256
2024 Q4	$10.1K	Hold	343	–	–	﹤0.01%	238
2024 Q3	$10.8K	Hold	343	–	–	﹤0.01%	231
2024 Q2	$12.4K	Hold	343	–	–	﹤0.01%	199
2024 Q1	$12.9K	Buy	+343	New	+$12.3K	0.01%	178

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Iron Horse Wealth Management's BP Position: Q2 2025 in Review

Iron Horse Wealth Management held its BP (BP) position steady in Q2 2025 at 336 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Iron Horse Wealth Management first reported a position in BP in Q1 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold BP as of Q2 2025.

Iron Horse Wealth Management held 336 shares of BP worth $10.1K as of Q2 2025.
Iron Horse Wealth Management left its BP share count unchanged in Q2 2025.
BP made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #281 holding.
Iron Horse Wealth Management first reported a position in BP in Q1 2024 and has held it in 6 quarters since.
Iron Horse Wealth Management's BP position peaked at $12.9K in Q1 2024.
1,059 funds tracked by Wall St. Rank held BP as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.