LAM
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Lummis Asset Management’s BP BP Stock Holding History

Lummis Asset 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
Q1 		$201K Hold
4,239
– – 0.12% 60
2025
Q4 		$147K Buy
4,239
+3,239
+324% +$114K 0.09% 63
2025
Q3 		$81.3K Buy
+1,000
New +$33.5K 0.05% 75
2025
Q2 		– Sell
-4,239
Closed -$116K – 161
2025
Q1 		$116K Buy
+4,239
New +$138K 0.08% 66
2024
Q1 		– Sell
-4,239
Closed -$150K – 160
2023
Q4 		$150K Buy
+4,239
New +$155K 0.11% 61

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lummis Asset Management's BP Position: Q1 2026 in Review

Lummis Asset Management held its BP (BP) position steady in Q1 2026 at 4,239 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #60.

Lummis Asset Management first reported a position in BP in Q4 2023 and has held it in 5 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Lummis Asset Management held 4,239 shares of BP worth $201K as of Q1 2026.
  • Lummis Asset Management left its BP share count unchanged in Q1 2026.
  • BP made up 0.12% of Lummis Asset Management's portfolio in Q1 2026, its #60 holding.
  • Lummis Asset Management first reported a position in BP in Q4 2023 and has held it in 5 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.