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 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 $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

Weinberger Asset Management's BP Position: Q1 2026 in Review

Weinberger Asset Management held its BP (BP) position steady in Q1 2026 at 9,102 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #69.

Weinberger Asset Management first reported a position in BP in Q2 2022 and has held it in 16 quarters since. The position peaked at $915K in Q2 2022. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Weinberger Asset Management held 9,102 shares of BP worth $428K as of Q1 2026.
Weinberger Asset Management left its BP share count unchanged in Q1 2026.
BP made up 0.16% of Weinberger Asset Management's portfolio in Q1 2026, its #69 holding.
Weinberger Asset Management first reported a position in BP in Q2 2022 and has held it in 16 quarters since.
Weinberger Asset Management's BP position peaked at $915K in Q2 2022.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.