Loring Wolcott & Coolidge Fiduciary Advisors’s BP BP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$407K	Hold	11,020	–	–	﹤0.01%	250
2026 Q1	$512K	Hold	11,020	–	–	0.01%	233
2025 Q4	$415K	Hold	11,020	–	–	﹤0.01%	256
2025 Q3	$386K	Sell	11,020 -500	-4%	-$16.7K	﹤0.01%	264
2025 Q2	$345K	Hold	11,520	–	–	﹤0.01%	234
2025 Q1	$329K	Buy	11,520 +1,388	+14%	+$45.3K	﹤0.01%	234
2024 Q4	$319K	Sell	10,132 -244	-2%	-$7.33K	﹤0.01%	237
2024 Q3	$325K	Sell	10,376 -210	-2%	-$7.11K	﹤0.01%	231
2024 Q2	$369K	Hold	10,586	–	–	﹤0.01%	221
2024 Q1	$412K	Hold	10,586	–	–	﹤0.01%	215
2023 Q4	$372K	Hold	10,586	–	–	﹤0.01%	224
2023 Q3	$390K	Hold	10,586	–	–	﹤0.01%	219
2023 Q2	$374K	Hold	10,586	–	–	﹤0.01%	231
2023 Q1	$402K	Sell	10,586 -837	-7%	-$31.3K	﹤0.01%	215
2022 Q4	$399K	Hold	11,423	–	–	﹤0.01%	217
2022 Q3	$326K	Sell	11,423 -2	-0%	-$60	﹤0.01%	241
2022 Q2	$324K	Buy	11,425 +1,450	+15%	+$44.4K	﹤0.01%	242
2022 Q1	$293K	Buy	9,975 +345	+4%	+$10.5K	﹤0.01%	251
2021 Q4	$256K	Hold	9,630	–	–	﹤0.01%	287
2021 Q3	$263K	Hold	9,630	–	–	﹤0.01%	273
2021 Q2	$254K	Sell	9,630 -2,070	-18%	-$54.3K	﹤0.01%	286
2021 Q1	$285K	Sell	11,700 -370	-3%	-$8.91K	﹤0.01%	258
2020 Q4	$248K	Buy	12,070 +95	+0.8%	+$1.79K	﹤0.01%	261
2020 Q3	$209K	Sell	11,975 -1,115	-9%	-$24.1K	﹤0.01%	256
2020 Q2	$305K	Sell	13,090 -1,609	-11%	-$38.6K	﹤0.01%	215
2020 Q1	$359K	Buy	14,699 +609	+4%	+$19.7K	0.01%	193
2019 Q4	$532K	Sell	14,090 -454	-3%	-$17.2K	0.01%	200
2019 Q3	$553K	Sell	14,544 -245	-2%	-$9.35K	0.01%	191
2019 Q2	$606K	Hold	14,789	–	–	0.01%	183
2019 Q1	$636K	Sell	14,789 -423	-3%	-$17.3K	0.01%	179
2018 Q4	$559K	Buy	15,212 +503	+3%	+$20.1K	0.01%	190
2018 Q3	$647K	Sell	14,709 -292	-2%	-$12.2K	0.01%	187
2018 Q2	$645K	Sell	15,001 -194	-1%	-$8.15K	0.01%	188
2018 Q1	$572K	Sell	15,195 -399	-3%	-$15K	0.01%	194
2017 Q4	$600K	Sell	15,594 -3,283	-17%	-$119K	0.01%	193
2017 Q3	$654K	Sell	18,877 -1,550	-8%	-$49.2K	0.01%	184
2017 Q2	$636K	Sell	20,427 -748	-4%	-$23.3K	0.01%	177
2017 Q1	$637K	Sell	21,175 -963	-4%	-$29.3K	0.01%	182
2016 Q4	$709K	Sell	22,138 -3,284	-13%	-$98.8K	0.02%	173
2016 Q3	$752K	Sell	25,422 -1,003	-4%	-$29.1K	0.02%	166
2016 Q2	$790K	Buy	26,425 +1,663	+7%	+$44.8K	0.02%	162
2016 Q1	$629K	Hold	24,762	–	–	0.01%	170
2015 Q4	$651K	Buy	24,762 +4,168	+20%	+$119K	0.02%	178
2015 Q3	$692K	Hold	20,594	–	–	0.02%	176
2015 Q2	$692K	Sell	20,594 -290	-1%	-$10.2K	0.02%	176
2015 Q1	$678K	Hold	20,884	–	–	0.02%	182
2014 Q4	$661K	Sell	20,884 -300	-1%	-$10.1K	0.02%	177
2014 Q3	$762K	Buy	21,184 +9,284	+78%	+$368K	0.02%	157
2014 Q2	$513K	Hold	11,900	–	–	0.01%	190
2014 Q1	$468K	Buy	11,900 +3,205	+37%	+$126K	0.01%	192
2013 Q4	$346K	Sell	8,695 -496	-5%	-$18.5K	0.01%	216
2013 Q3	$316K	Hold	9,191	–	–	0.01%	212
2013 Q2	$314K	Buy	+9,191	New	+$320K	0.01%	223

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its BP (BP) position steady in Q2 2026 at 11,020 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BP in Q2 2013 and has held it in 53 quarters since. The position peaked at $790K in Q2 2016. 707 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 11,020 shares of BP worth $407K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #250 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BP in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's BP position peaked at $790K in Q2 2016.
707 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.