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Liberty Wealth Management’s BP BP Stock Holding History

Liberty 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 		$399K Hold
8,497
– – 0.05% 165
2026
Q1 		$399K Buy
8,497
+1,310
+18% +$51.3K 0.05% 165
2025
Q4 		$250K Buy
7,187
+2
+0% +$70 0.03% 219
2025
Q3 		$247K Sell
7,185
-759
-10% -$25.4K 0.03% 208
2025
Q2 		$238K Buy
7,944
+783
+11% +$23K 0.04% 199
2025
Q1 		$242K Sell
7,161
-123
-2% -$4.01K 0.05% 136
2024
Q4 		$215K Buy
7,284
+85
+1% +$2.55K 0.04% 197
2024
Q3 		$226K Buy
7,199
+3
+0% +$101 0.04% 193
2024
Q2 		$260K Buy
7,196
+2
+0% +$75 0.05% 170
2024
Q1 		$271K Sell
7,194
-541
-7% -$19.4K 0.05% 153
2023
Q4 		$274K Sell
7,735
-196
-2% -$7.18K 0.06% 139
2023
Q3 		$307K Sell
7,931
-707
-8% -$26.2K 0.08% 129
2023
Q2 		$305K Buy
8,638
+25
+0.3% +$925 0.08% 134
2023
Q1 		$327K Buy
+8,613
New +$322K 0.07% 161
2022
Q3 		$203K Sell
7,139
-9
-0.1% -$268 0.05% 140
2022
Q2 		$202K Hold
7,148
– – 0.08% 137
2022
Q1 		$210K Buy
+7,148
New +$218K 0.08% 139
2021
Q4 		– Sell
-7,310
Closed -$200K – 286
2021
Q3 		$200K Buy
7,310
+180
+3% +$4.51K 0.07% 165
2021
Q2 		$188K Sell
7,130
-611
-8% -$16K 0.07% 142
2021
Q1 		$171K Hold
7,741
– – 0.08% 123
2020
Q4 		$171K Buy
7,741
+30
+0.4% +$565 0.08% 122
2020
Q3 		$135K Sell
7,711
-952
-11% -$20.6K 0.08% 129
2020
Q2 		$202K Sell
8,663
-384
-4% -$9.22K 0.14% 91
2020
Q1 		$221K Buy
9,047
+529
+6% +$17.1K 0.19% 81
2019
Q4 		$321K Sell
8,518
-155
-2% -$5.89K 0.25% 75
2019
Q3 		$330K Buy
8,673
+93
+1% +$3.55K 0.31% 62
2019
Q2 		$352K Buy
8,580
+35
+0.4% +$1.47K 0.31% 71
2019
Q1 		$367K Buy
8,545
+93
+1% +$3.81K 0.28% 52
2018
Q4 		$310K Buy
+8,452
New +$337K 0.23% 60

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

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

Liberty Wealth Management held its BP (BP) position steady in Q2 2026 at 8,497 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #165.

Liberty Wealth Management first reported a position in BP in Q4 2018 and has held it in 29 quarters since. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Liberty Wealth Management held 8,497 shares of BP worth $399K as of Q2 2026.
  • Liberty Wealth Management left its BP share count unchanged in Q2 2026.
  • BP made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Liberty Wealth Management first reported a position in BP in Q4 2018 and has held it in 29 quarters since.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.