Weinberger Asset Management’s BP BP Stock Holding History

Weinberger Asset 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 Q2	$412K	Hold	9,102	–	–	0.13%	71
2026 Q1	$428K	Hold	9,102	–	–	0.16%	69
2025 Q4	$316K	Hold	9,102	–	–	0.11%	76
2025 Q3	$314K	Sell	9,102 -2,616	-22%	-$87.6K	0.11%	72
2025 Q2	$351K	Sell	11,718 -90	-0.8%	-$2.64K	0.14%	70
2025 Q1	$399K	Sell	11,808 -88	-0.7%	-$2.87K	0.17%	65
2024 Q4	$352K	Sell	11,896 -1,962	-14%	-$58.9K	0.15%	68
2024 Q3	$435K	Buy	13,858 +1,701	+14%	+$57.5K	0.19%	63
2024 Q2	$439K	Sell	12,157 -57	-0.5%	-$2.14K	0.21%	61
2024 Q1	$460K	Sell	12,214 -2,955	-19%	-$106K	0.22%	59
2023 Q4	$537K	Hold	15,169	–	–	0.28%	53
2023 Q3	$587K	Sell	15,169 -2,825	-16%	-$105K	0.33%	49
2023 Q2	$635K	Hold	17,994	–	–	0.35%	48
2023 Q1	$683K	Hold	17,994	–	–	0.4%	45
2022 Q4	$629K	Hold	17,994	–	–	0.39%	44
2022 Q3	$514K	Sell	17,994 -14,271	-44%	-$425K	0.36%	46
2022 Q2	$915K	Buy	+32,265	New	+$989K	0.6%	34

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

Weinberger Asset Management's BP Position: Q2 2026 in Review

Weinberger Asset Management held its BP (BP) position steady in Q2 2026 at 9,102 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #71.

Weinberger Asset Management first reported a position in BP in Q2 2022 and has held it in 17 quarters since. The position peaked at $915K in Q2 2022. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Weinberger Asset Management held 9,102 shares of BP worth $412K as of Q2 2026.
Weinberger Asset Management left its BP share count unchanged in Q2 2026.
BP made up 0.13% of Weinberger Asset Management's portfolio in Q2 2026, its #71 holding.
Weinberger Asset Management first reported a position in BP in Q2 2022 and has held it in 17 quarters since.
Weinberger Asset Management's BP position peaked at $915K in Q2 2022.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.