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Affinity Investment Advisors’s Baker Hughes BKR Stock Holding History

Affinity Investment Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,865
Closed -$358K – 141
2026
Q1 		$358K Sell
5,865
-946
-14% -$54.7K 0.22% 103
2025
Q4 		$310K Hold
6,811
– – 0.21% 111
2025
Q3 		$332K Hold
6,811
– – 0.22% 102
2025
Q2 		$261K Sell
6,811
-8,740
-56% -$330K 0.2% 118
2025
Q1 		$683K Buy
15,551
+1,404
+10% +$62.6K 0.56% 66
2024
Q4 		$580K Buy
14,147
+7,336
+108% +$296K 0.48% 76
2024
Q3 		$246K Buy
+6,811
New +$239K 0.17% 121

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Affinity Investment Advisors's BKR Position: Q2 2026 in Review

Affinity Investment Advisors sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 5,865 shares — an estimated $358K sold.

Affinity Investment Advisors first reported a position in BKR in Q3 2024 and held it in 7 quarters. The position peaked at $683K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Affinity Investment Advisors reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Affinity Investment Advisors sold 5,865 Baker Hughes shares in Q2 2026, an estimated $358K.
  • Affinity Investment Advisors first reported a position in Baker Hughes in Q3 2024 and held it in 7 quarters.
  • Affinity Investment Advisors's Baker Hughes position peaked at $683K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.