Axxcess Wealth Management’s Baker Hughes BKR Stock Holding History

Axxcess Wealth Management’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
2025 Q4	–	Sell	-6,609	Closed	-$322K	–	1052
2025 Q3	$322K	Buy	+6,609	New	+$292K	0.01%	737

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Axxcess Wealth Management's BKR Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 6,609 shares — an estimated $322K sold.

Axxcess Wealth Management first reported a position in BKR in Q3 2025 and held it in 1 quarter. The position peaked at $322K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

Axxcess Wealth Management reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 6,609 Baker Hughes shares in Q4 2025, an estimated $322K.
Axxcess Wealth Management first reported a position in Baker Hughes in Q3 2025 and held it in 1 quarter.
Axxcess Wealth Management's Baker Hughes position peaked at $322K in Q3 2025.
1,015 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.