AFT
BAX icon

Alpha Family Trust’s Baxter International BAX Stock Holding History

Alpha Family Trust’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 		$182K Buy
+10,860
New +$210K 0.09% 203
2023
Q3 		– Sell
-5,380
Closed -$245K – 131
2023
Q2 		$245K Buy
+5,380
New +$234K 0.17% 100

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

Alpha Family Trust's BAX Position: Q1 2026 in Review

Alpha Family Trust opened a new position in Baxter International (BAX) in Q1 2026: 10,860 shares worth $182K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in BAX as recently as Q2 2023.

Alpha Family Trust first reported a position in BAX in Q2 2023 and has held it in 2 quarters since. The position peaked at $245K in Q2 2023. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Alpha Family Trust held 10,860 shares of Baxter International worth $182K as of Q1 2026.
  • Baxter International was a new Alpha Family Trust position in Q1 2026.
  • Baxter International made up 0.09% of Alpha Family Trust's portfolio in Q1 2026, its #203 holding.
  • Alpha Family Trust first reported a position in Baxter International in Q2 2023 and has held it in 2 quarters since.
  • Alpha Family Trust's Baxter International position peaked at $245K in Q2 2023.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.