MWM
BP icon

Modern Wealth Management’s BP BP Stock Holding History

Modern Wealth Management’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 		$1.38M Sell
29,982
-3,229
-10% -$127K 0.02% 358
2025
Q4 		$1.15M Sell
33,211
-1,856
-5% -$65.1K 0.02% 380
2025
Q3 		$1.21M Buy
35,067
+275
+0.8% +$9.21K 0.02% 355
2025
Q2 		$1.04M Buy
34,792
+8,549
+33% +$251K 0.03% 361
2025
Q1 		$887K Sell
26,243
-910
-3% -$29.7K 0.03% 319
2024
Q4 		$803K Buy
27,153
+3,127
+13% +$93.9K 0.03% 288
2024
Q3 		$754K Sell
24,026
-63
-0.3% -$2.13K 0.05% 194
2024
Q2 		$870K Buy
24,089
+1,314
+6% +$49.2K 0.06% 150
2024
Q1 		$858K Buy
22,775
+102
+0.4% +$3.66K 0.08% 127
2023
Q4 		$803K Buy
+22,673
New +$830K 0.1% 70

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Modern Wealth Management's BP Position: Q1 2026 in Review

Modern Wealth Management reduced its BP (BP) stake by 9.7% in Q1 2026, selling an estimated $127K and leaving 29,982 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #358.

Modern Wealth Management first reported a position in BP in Q4 2023 and has held it in 10 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Modern Wealth Management held 29,982 shares of BP worth $1.38M as of Q1 2026.
  • Modern Wealth Management sold 3,229 BP shares in Q1 2026, an estimated $127K.
  • BP made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Modern Wealth Management first reported a position in BP in Q4 2023 and has held it in 10 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.