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Annis Gardner Whiting Capital Advisors’s Baker Hughes BKR Stock Holding History

Annis Gardner Whiting Capital 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
-2,578
Closed -$157K – 448
2026
Q1 		$157K Buy
2,578
+63
+3% +$3.64K 0.03% 348
2025
Q4 		$115K Buy
2,515
+56
+2% +$2.66K 0.02% 378
2025
Q3 		$120K Buy
2,459
+19
+0.8% +$838 0.02% 352
2025
Q2 		$93.5K Buy
2,440
+127
+5% +$4.79K 0.03% 307
2025
Q1 		$102K Sell
2,313
-26
-1% -$1.16K 0.04% 272
2024
Q4 		$95.9K Sell
2,339
-83
-3% -$3.35K 0.03% 282
2024
Q3 		$87.6K Sell
2,422
-1,209
-33% -$42.5K 0.02% 306
2024
Q2 		$128K Buy
3,631
+119
+3% +$3.9K 0.04% 267
2024
Q1 		$118K Buy
3,512
+1,351
+63% +$41.7K 0.04% 262
2023
Q4 		$73.9K Hold
2,161
– – 0.03% 261
2023
Q3 		$76.3K Buy
+2,161
New +$76.5K 0.04% 242

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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

Annis Gardner Whiting Capital Advisors's BKR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 2,578 shares — an estimated $157K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BKR in Q3 2023 and held it in 11 quarters. The position peaked at $157K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,578 Baker Hughes shares in Q2 2026, an estimated $157K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Baker Hughes in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Baker Hughes position peaked at $157K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.