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AE Wealth Management’s Baxter International BAX Stock Holding History

AE Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
+14,160
New +$274K ﹤0.01% 1517
2024
Q2 		– Sell
-86,217
Closed -$3.68M – 1238
2024
Q1 		$3.68M Buy
86,217
+79,142
+1,119% +$3.22M 0.04% 360
2023
Q4 		$274K Sell
7,075
-11,591
-62% -$410K ﹤0.01% 1756
2023
Q3 		$704K Buy
18,666
+8,027
+75% +$342K ﹤0.01% 1229
2023
Q2 		$485K Buy
10,639
+268
+3% +$11.7K ﹤0.01% 1409
2023
Q1 		$421K Sell
10,371
-261
-2% -$11.1K ﹤0.01% 1422
2022
Q4 		$542K Buy
10,632
+482
+5% +$25.9K ﹤0.01% 1273
2022
Q3 		$547K Buy
10,150
+3,657
+56% +$220K ﹤0.01% 1212
2022
Q2 		$417K Sell
6,493
-9,298
-59% -$675K ﹤0.01% 1291
2022
Q1 		$1.22M Buy
15,791
+1,624
+11% +$136K 0.01% 857
2021
Q4 		$1.22M Sell
14,167
-1,452
-9% -$117K 0.01% 858
2021
Q3 		$1.26M Buy
15,619
+6,751
+76% +$533K 0.01% 802
2021
Q2 		$714K Sell
8,868
-475
-5% -$39.8K 0.01% 973
2021
Q1 		$788K Buy
9,343
+508
+6% +$40.3K 0.01% 854
2020
Q4 		$709K Buy
8,835
+771
+10% +$61.1K 0.01% 836
2020
Q3 		$648K Sell
8,064
-753
-9% -$63.3K 0.01% 769
2020
Q2 		$759K Sell
8,817
-2,785
-24% -$243K 0.01% 712
2020
Q1 		$942K Buy
11,602
+640
+6% +$55.2K 0.02% 503
2019
Q4 		$917K Buy
10,962
+611
+6% +$50.6K 0.02% 548
2019
Q3 		$905K Buy
10,351
+2,517
+32% +$215K 0.03% 475
2019
Q2 		$642K Buy
7,834
+925
+13% +$71.8K 0.02% 519
2019
Q1 		$562K Buy
6,909
+1,304
+23% +$94.9K 0.04% 315
2018
Q4 		$369K Sell
5,605
-1,748
-24% -$117K 0.06% 300
2018
Q3 		$567K Sell
7,353
-128
-2% -$9.49K 0.03% 297
2018
Q2 		$552K Buy
7,481
+125
+2% +$8.81K 0.04% 245
2018
Q1 		$478K Sell
7,356
-2,147
-23% -$145K 0.04% 258
2017
Q4 		$614K Sell
9,503
-147
-2% -$9.44K 0.05% 218
2017
Q3 		$606K Buy
9,650
+454
+5% +$28K 0.06% 216
2017
Q2 		$557K Buy
9,196
+4,524
+97% +$257K 0.07% 218
2017
Q1 		$242K Buy
+4,672
New +$230K 0.04% 233

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's BAX Position: Q1 2026 in Review

AE Wealth Management opened a new position in Baxter International (BAX) in Q1 2026: 14,160 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in BAX as recently as Q1 2024.

AE Wealth Management first reported a position in BAX in Q1 2017 and has held it in 30 quarters since. The position peaked at $3.68M in Q1 2024. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • AE Wealth Management held 14,160 shares of Baxter International worth $238K as of Q1 2026.
  • Baxter International was a new AE Wealth Management position in Q1 2026.
  • Baxter International made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1517 holding.
  • AE Wealth Management first reported a position in Baxter International in Q1 2017 and has held it in 30 quarters since.
  • AE Wealth Management's Baxter International position peaked at $3.68M in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

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