Sigma Investment Counselors’s BP BP Stock Holding History

Sigma Investment Counselors’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	$304K	Hold	8,229	–	–	0.01%	176
2026 Q1	$387K	Hold	8,229	–	–	0.02%	142
2025 Q4	$286K	Hold	8,229	–	–	0.01%	173
2025 Q3	$284K	Hold	8,229	–	–	0.01%	172
2025 Q2	$246K	Sell	8,229 -105	-1%	-$3.08K	0.01%	183
2025 Q1	$282K	Hold	8,334	–	–	0.02%	162
2024 Q4	$246K	Hold	8,334	–	–	0.01%	178
2024 Q3	$262K	Hold	8,334	–	–	0.02%	175
2024 Q2	$301K	Hold	8,334	–	–	0.02%	159
2024 Q1	$314K	Hold	8,334	–	–	0.02%	158
2023 Q4	$295K	Hold	8,334	–	–	0.02%	163
2023 Q3	$323K	Hold	8,334	–	–	0.02%	155
2023 Q2	$294K	Sell	8,334 -80	-1%	-$2.96K	0.02%	160
2023 Q1	$319K	Buy	8,414 +80	+1%	+$2.99K	0.02%	157
2022 Q4	$291K	Buy	8,334 +704	+9%	+$23.4K	0.02%	152
2022 Q3	$218K	Buy	7,630 +400	+6%	+$11.9K	0.02%	168
2022 Q2	$205K	Sell	7,230 -1	-0%	-$31	0.02%	177
2022 Q1	$213K	Buy	+7,231	New	+$220K	0.02%	184
2021 Q4	–	Sell	-10,351	Closed	-$283K	–	196
2021 Q3	$283K	Buy	+10,351	New	+$259K	0.02%	158
2020 Q1	–	Sell	-7,231	Closed	-$273K	–	146
2019 Q4	$273K	Hold	7,231	–	–	0.03%	131
2019 Q3	$275K	Sell	7,231 -122	-2%	-$4.66K	0.03%	134
2019 Q2	$302K	Hold	7,353	–	–	0.04%	123
2019 Q1	$316K	Sell	7,353 -108	-1%	-$4.43K	0.04%	115
2018 Q4	$274K	Sell	7,461 -112	-1%	-$4.47K	0.04%	122
2018 Q3	$333K	Sell	7,573 -110	-1%	-$4.6K	0.04%	108
2018 Q2	$330K	Sell	7,683 -934	-11%	-$39.2K	0.04%	100
2018 Q1	$325K	Sell	8,617 -130	-1%	-$4.9K	0.04%	99
2017 Q4	$337K	Sell	8,747 -132	-1%	-$4.78K	0.05%	99
2017 Q3	$308K	Sell	8,879 -153	-2%	-$4.86K	0.04%	112
2017 Q2	$277K	Sell	9,032 -150	-2%	-$4.67K	0.04%	117
2017 Q1	$276K	Sell	9,182 -164	-2%	-$4.99K	0.04%	116
2016 Q4	$299K	Sell	9,346 -170	-2%	-$5.12K	0.05%	104
2016 Q3	$282K	Buy	9,516 +922	+11%	+$26.8K	0.05%	102
2016 Q2	$257K	Hold	8,594	–	–	0.04%	113
2016 Q1	$218K	Hold	8,594	–	–	0.04%	114
2015 Q4	$226K	Hold	8,594	–	–	0.04%	113
2015 Q3	$221K	Sell	8,594 -446	-5%	-$13.1K	0.04%	111
2015 Q2	$304K	Sell	9,040 -191	-2%	-$6.69K	0.06%	97
2015 Q1	$300K	Sell	9,231 -817	-8%	-$26.7K	0.06%	95
2014 Q4	$318K	Buy	10,048 +831	+9%	+$27.9K	0.06%	99
2014 Q3	$331K	Hold	9,217	–	–	0.06%	96
2014 Q2	$398K	Hold	9,217	–	–	0.08%	87
2014 Q1	$363K	Sell	9,217 -428	-4%	-$16.9K	0.07%	86
2013 Q4	$383K	Hold	9,645	–	–	0.08%	85
2013 Q3	$332K	Hold	9,645	–	–	0.08%	90
2013 Q2	$329K	Buy	+9,645	New	+$336K	0.09%	84

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

Sigma Investment Counselors's BP Position: Q2 2026 in Review

Sigma Investment Counselors held its BP (BP) position steady in Q2 2026 at 8,229 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #176.

Sigma Investment Counselors first reported a position in BP in Q2 2013 and has held it in 46 quarters since. The position peaked at $398K in Q2 2014. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Sigma Investment Counselors held 8,229 shares of BP worth $304K as of Q2 2026.
Sigma Investment Counselors left its BP share count unchanged in Q2 2026.
BP made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #176 holding.
Sigma Investment Counselors first reported a position in BP in Q2 2013 and has held it in 46 quarters since.
Sigma Investment Counselors's BP position peaked at $398K in Q2 2014.
1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.