Western Wealth Management’s BP BP Stock Holding History

Western 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	$909K	Sell	19,349 -718	-4%	-$28.1K	0.03%	474
2025 Q4	$697K	Buy	20,067 +1,430	+8%	+$50.2K	0.03%	437
2025 Q3	$642K	Buy	18,637 +302	+2%	+$10.1K	0.03%	395
2025 Q2	$549K	Buy	18,335 +236	+1%	+$6.92K	0.03%	389
2025 Q1	$612K	Sell	18,099 -304	-2%	-$9.92K	0.04%	343
2024 Q4	$544K	Buy	18,403 +731	+4%	+$22K	0.04%	359
2024 Q3	$555K	Buy	+17,672	New	+$598K	0.03%	439
2023 Q4	–	Sell	-8,295	Closed	-$321K	–	695
2023 Q3	$321K	Buy	8,295 +110	+1%	+$4.08K	0.03%	492
2023 Q2	$289K	Buy	8,185 +23	+0.3%	+$851	0.02%	512
2023 Q1	$310K	Buy	+8,162	New	+$305K	0.03%	488
2021 Q2	$232K	Buy	+8,788	New	+$230K	0.02%	562
2020 Q1	–	Sell	-18,898	Closed	-$713K	–	375
2019 Q4	$713K	Sell	18,898 -801	-4%	-$30.4K	0.11%	184
2019 Q3	$747K	Sell	19,699 -1,704	-8%	-$65K	0.16%	149
2019 Q2	$875K	Sell	21,403 -8,167	-28%	-$343K	0.11%	146
2019 Q1	$1.26M	Buy	29,570 +5,777	+24%	+$237K	0.28%	88
2018 Q4	$875K	Buy	+23,793	New	+$950K	0.24%	104

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

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

Western Wealth Management reduced its BP (BP) stake by 3.6% in Q1 2026, selling an estimated $28.1K and leaving 19,349 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #474.

Western Wealth Management first reported a position in BP in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.26M in Q1 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Western Wealth Management held 19,349 shares of BP worth $909K as of Q1 2026.
Western Wealth Management sold 718 BP shares in Q1 2026, an estimated $28.1K.
BP made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #474 holding.
Western Wealth Management first reported a position in BP in Q4 2018 and has held it in 16 quarters since.
Western Wealth Management's BP position peaked at $1.26M in Q1 2019.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.