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Avion Wealth’s Baker Hughes BKR Stock Holding History

Avion Wealth’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 		$20K Buy
375
+56
+18% +$3.54K ﹤0.01% 392
2026
Q1 		$19K Buy
319
+32
+11% +$1.85K ﹤0.01% 338
2025
Q4 		$13K Sell
287
-22
-7% -$1.04K ﹤0.01% 422
2025
Q3 		$15K Buy
309
+22
+8% +$971 ﹤0.01% 387
2025
Q2 		$11K Buy
287
+49
+21% +$1.85K ﹤0.01% 436
2025
Q1 		$9K Hold
238
– – ﹤0.01% 409
2024
Q4 		$9K Buy
238
+7
+3% +$282 ﹤0.01% 408
2024
Q3 		$8K Buy
231
+15
+7% +$527 ﹤0.01% 402
2024
Q2 		$7K Buy
216
+53
+33% +$1.74K ﹤0.01% 390
2024
Q1 		$6K Buy
163
+50
+44% +$1.54K ﹤0.01% 409
2023
Q4 		$4K Sell
113
-36
-24% -$1.23K ﹤0.01% 418
2023
Q3 		$5K Buy
149
+36
+32% +$1.27K ﹤0.01% 349
2023
Q2 		$3K Buy
113
+36
+47% +$1.05K ﹤0.01% 408
2023
Q1 		$2K Hold
77
– – ﹤0.01% 367
2022
Q4 		$1K Hold
77
– – ﹤0.01% 400
2022
Q3 		$2K Hold
77
– – ﹤0.01% 386
2022
Q2 		$2K Buy
+77
New +$2.6K ﹤0.01% 389
2020
Q3 		– Sell
-2,772
Closed -$43K – 295
2020
Q2 		$43K Hold
2,772
– – 0.02% 96
2020
Q1 		$29K Buy
+2,772
New +$52.1K 0.01% 107

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

Avion Wealth's BKR Position: Q2 2026 in Review

Avion Wealth increased its Baker Hughes (BKR) stake by 18% in Q2 2026, buying an estimated $3.54K and bringing the position to 375 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Avion Wealth first reported a position in BKR in Q1 2020 and has held it in 19 quarters since. The position peaked at $43K in Q2 2020. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Avion Wealth held 375 shares of Baker Hughes worth $20K as of Q2 2026.
  • Avion Wealth bought 56 Baker Hughes shares in Q2 2026, an estimated $3.54K.
  • Baker Hughes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #392 holding.
  • Avion Wealth first reported a position in Baker Hughes in Q1 2020 and has held it in 19 quarters since.
  • Avion Wealth's Baker Hughes position peaked at $43K in Q2 2020.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.