M Holdings Securities’s BP BP Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-12,612	Closed	-$478K	–	245
2023 Q1	$478K	Buy	+12,612	New	+$471K	0.05%	270

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

M Holdings Securities's BP Position: Q1 2026 in Review

M Holdings Securities reduced its BP (BP) stake by 15% in Q1 2026, selling an estimated $181K and leaving 25,562 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #186.

M Holdings Securities first reported a position in BP in Q3 2014 and has held it in 30 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

M Holdings Securities held 25,562 shares of BP worth $1.14M as of Q1 2026.
M Holdings Securities sold 4,622 BP shares in Q1 2026, an estimated $181K.
BP made up 0.08% of M Holdings Securities's portfolio in Q1 2026, its #186 holding.
M Holdings Securities first reported a position in BP in Q3 2014 and has held it in 30 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.