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 $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

M Holdings Securities's BP Position: Q2 2026 in Review

M Holdings Securities sold out of BP (BP) in Q2 2026, closing a stake of 25,562 shares — an estimated $1.14M sold.

M Holdings Securities first reported a position in BP in Q3 2014 and held it in 30 quarters. The position peaked at $1.14M in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

M Holdings Securities reported no remaining BP position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 25,562 BP shares in Q2 2026, an estimated $1.14M.
M Holdings Securities first reported a position in BP in Q3 2014 and held it in 30 quarters.
M Holdings Securities's BP position peaked at $1.14M in Q1 2026.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.