Midwest Trust’s BP BP Stock Holding History

Midwest Trust’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	$1.44M	Sell	30,572 -2,884	-9%	-$113K	0.02%	319
2025 Q4	$1.16M	Buy	33,456 +1,437	+4%	+$50.4K	0.01%	325
2025 Q3	$1.1M	Sell	32,019 -2,646	-8%	-$88.6K	0.01%	333
2025 Q2	$1.04M	Buy	+34,665	New	+$1.02M	0.01%	339

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

Midwest Trust's BP Position: Q1 2026 in Review

Midwest Trust reduced its BP (BP) stake by 8.6% in Q1 2026, selling an estimated $113K and leaving 30,572 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #319.

Midwest Trust first reported a position in BP in Q2 2025 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Midwest Trust held 30,572 shares of BP worth $1.44M as of Q1 2026.
Midwest Trust sold 2,884 BP shares in Q1 2026, an estimated $113K.
BP made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #319 holding.
Midwest Trust first reported a position in BP in Q2 2025 and has held it in 4 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.