Aptus Capital Advisors’s Baxter International BAX Stock Holding History

Aptus Capital Advisors’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	$183K	Sell	10,916 -1,262	-10%	-$24.4K	﹤0.01%	1039
2025 Q4	$233K	Buy	12,178 +2,128	+21%	+$42.6K	﹤0.01%	982
2025 Q3	$229K	Sell	10,050 -2,498	-20%	-$63.4K	﹤0.01%	928
2025 Q2	$380K	Buy	12,548 +4	+0%	+$121	﹤0.01%	750
2025 Q1	$429K	Buy	12,544 +448	+4%	+$14.6K	﹤0.01%	679
2024 Q4	$355K	Buy	+12,096	New	+$407K	﹤0.01%	733
2022 Q2	–	Sell	-3,136	Closed	-$243K	–	661
2022 Q1	$243K	Buy	+3,136	New	+$263K	0.01%	387
2019 Q4	–	Sell	-2,310	Closed	-$202K	–	504
2019 Q3	$202K	Buy	+2,310	New	+$197K	0.01%	354

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aptus Capital Advisors's BAX Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Baxter International (BAX) stake by 10% in Q1 2026, selling an estimated $24.4K and leaving 10,916 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Aptus Capital Advisors first reported a position in BAX in Q3 2019 and has held it in 8 quarters since. The position peaked at $429K in Q1 2025. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Aptus Capital Advisors held 10,916 shares of Baxter International worth $183K as of Q1 2026.
Aptus Capital Advisors sold 1,262 Baxter International shares in Q1 2026, an estimated $24.4K.
Baxter International made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1039 holding.
Aptus Capital Advisors first reported a position in Baxter International in Q3 2019 and has held it in 8 quarters since.
Aptus Capital Advisors's Baxter International position peaked at $429K in Q1 2025.
657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.