Merited Wealth’s BP BP Stock Holding History

Merited Wealth’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	–	Sell	-66	Closed	-$2.29K	–	109
2025 Q4	$2.29K	Buy	+66	New	+$2.31K	﹤0.01%	254

Other funds holding BP

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Merited Wealth's BP Position: Q1 2026 in Review

Merited Wealth sold out of BP (BP) in Q1 2026, closing a stake of 66 shares — an estimated $2.29K sold.

Merited Wealth first reported a position in BP in Q4 2025 and held it in 1 quarter. The position peaked at $2.29K in Q4 2025. 1,260 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Merited Wealth reported no remaining BP position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 66 BP shares in Q1 2026, an estimated $2.29K.
Merited Wealth first reported a position in BP in Q4 2025 and held it in 1 quarter.
Merited Wealth's BP position peaked at $2.29K in Q4 2025.
1,260 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.