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Landmark Wealth Management (New York)’s BP BP Stock Holding History

Landmark Wealth Management (New York)’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 		$547K Hold
14,800
– – 0.13% 110
2026
Q1 		$696K Buy
+14,800
New +$580K 0.19% 89

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

Landmark Wealth Management (New York)'s BP Position: Q2 2026 in Review

Landmark Wealth Management (New York) held its BP (BP) position steady in Q2 2026 at 14,800 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #110.

Landmark Wealth Management (New York) first reported a position in BP in Q1 2026 and has held it in 2 quarters since. The position peaked at $696K in Q1 2026. 1,169 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Landmark Wealth Management (New York) held 14,800 shares of BP worth $547K as of Q2 2026.
  • Landmark Wealth Management (New York) left its BP share count unchanged in Q2 2026.
  • BP made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #110 holding.
  • Landmark Wealth Management (New York) first reported a position in BP in Q1 2026 and has held it in 2 quarters since.
  • Landmark Wealth Management (New York)'s BP position peaked at $696K in Q1 2026.
  • 1,169 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.