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 Q2	$759K	Buy	20,553 +1,204	+6%	+$52.8K	0.02%	554
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	0.03%	433
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 $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

Western Wealth Management's BP Position: Q2 2026 in Review

Western Wealth Management increased its BP (BP) stake by 6.2% in Q2 2026, buying an estimated $52.8K and bringing the position to 20,553 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #554.

Western Wealth Management first reported a position in BP in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.26M in Q1 2019. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Western Wealth Management held 20,553 shares of BP worth $759K as of Q2 2026.
Western Wealth Management bought 1,204 BP shares in Q2 2026, an estimated $52.8K.
BP made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #554 holding.
Western Wealth Management first reported a position in BP in Q4 2018 and has held it in 17 quarters since.
Western Wealth Management's BP position peaked at $1.26M in Q1 2019.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.