Milford Funds’s BP BP Stock Holding History

Milford Funds’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 Q2	$53M	Buy	1,435,411 +555,411	+63%	+$24.4M	0.86%	39
2026 Q1	$41.4M	Buy	880,000 +640,000	+267%	+$25.1M	0.87%	39
2025 Q4	$8.34M	Buy	+240,000	New	+$8.42M	0.16%	67

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

Milford Funds's BP Position: Q2 2026 in Review

Milford Funds increased its BP (BP) stake by 63% in Q2 2026, buying an estimated $24.4M and bringing the position to 1,435,411 shares worth $53M. The position accounts for 0.86% of the portfolio, ranked #39.

Milford Funds first reported a position in BP in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Milford Funds held 1,435,411 shares of BP worth $53M as of Q2 2026.
Milford Funds bought 555,411 BP shares in Q2 2026, an estimated $24.4M.
BP made up 0.86% of Milford Funds's portfolio in Q2 2026, its #39 holding.
Milford Funds first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.