LWM
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Lodestone Wealth Management’s BP BP Stock Holding History

Lodestone 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 		$7.24K Hold
196
– – ﹤0.01% 558
2026
Q1 		$9.21K Hold
196
– – ﹤0.01% 527
2025
Q4 		$6.81K Buy
+196
New +$6.88K ﹤0.01% 548

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

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

Lodestone Wealth Management held its BP (BP) position steady in Q2 2026 at 196 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Lodestone Wealth Management first reported a position in BP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.21K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Lodestone Wealth Management held 196 shares of BP worth $7.24K as of Q2 2026.
  • Lodestone Wealth Management left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Lodestone Wealth Management first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's BP position peaked at $9.21K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.