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Legacy Wealth Management (Idaho)’s BP BP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-5,006
Closed -$235K – 287
2026
Q1 		$235K Hold
5,006
– – 0.12% 111
2025
Q4 		$174K Buy
5,006
+34
+0.7% +$1.19K 0.08% 108
2025
Q3 		$171K Hold
4,972
– – 0.08% 97
2025
Q2 		$149K Hold
4,972
– – 0.08% 85
2025
Q1 		$168K Hold
4,972
– – 0.12% 76
2024
Q4 		$160K Buy
4,972
+4,962
+49,620% +$149K 0.1% 75
2024
Q3 		$286 Buy
+10
New +$338 ﹤0.01% 651

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s BP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of BP (BP) in Q2 2026, closing a stake of 5,006 shares — an estimated $235K sold.

Legacy Wealth Management (Idaho) first reported a position in BP in Q3 2024 and held it in 7 quarters. The position peaked at $235K in Q1 2026. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining BP position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5,006 BP shares in Q2 2026, an estimated $235K.
  • Legacy Wealth Management (Idaho) first reported a position in BP in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s BP position peaked at $235K in Q1 2026.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.