NWAM LLC’s BP BP Stock Holding History

NWAM LLC’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
2015 Q2	–	Sell	-8,437	Closed	-$259K	–	250
2015 Q1	$259K	Buy	+8,437	New	+$276K	0.11%	187

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

NWAM LLC's BP Position: Q1 2026 in Review

NWAM LLC held its BP (BP) position steady in Q1 2026 at 6,023 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #515.

NWAM LLC first reported a position in BP in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.81M in Q2 2018. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

NWAM LLC held 6,023 shares of BP worth $283K as of Q1 2026.
NWAM LLC left its BP share count unchanged in Q1 2026.
BP made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #515 holding.
NWAM LLC first reported a position in BP in Q2 2013 and has held it in 50 quarters since.
NWAM LLC's BP position peaked at $1.81M in Q2 2018.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.