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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Affinity Investment Advisors's BKR Position: Q1 2026 in Review

Affinity Investment Advisors reduced its Baker Hughes (BKR) stake by 14% in Q1 2026, selling an estimated $54.7K and leaving 5,865 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #103.

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

  • Affinity Investment Advisors held 5,865 shares of Baker Hughes worth $358K as of Q1 2026.
  • Affinity Investment Advisors sold 946 Baker Hughes shares in Q1 2026, an estimated $54.7K.
  • Baker Hughes made up 0.22% of Affinity Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • Affinity Investment Advisors first reported a position in Baker Hughes in Q3 2024 and has held it in 7 quarters since.
  • 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 Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.