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B. Riley Wealth Advisors’s Baker Hughes BKR Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-11,277
Closed -$514K – 921
2025
Q4 		$514K Sell
11,277
-2,560
-19% -$121K 0.02% 506
2025
Q3 		$674K Sell
13,837
-1,770
-11% -$78.1K 0.03% 435
2025
Q2 		$598K Buy
+15,607
New +$589K 0.03% 471
2024
Q4 		$286K Buy
+6,976
New +$281K 0.01% 884
2024
Q3 		– Sell
-5,945
Closed -$209K – 1280
2024
Q2 		$209K Sell
5,945
-1,941
-25% -$63.7K 0.01% 1218
2024
Q1 		$279K Buy
+7,886
New +$243K 0.01% 1076
2023
Q4 		– Sell
-7,886
Closed -$279K – 1404
2023
Q3 		$279K Buy
+7,886
New +$279K 0.01% 1076
2023
Q1 		– Sell
-7,573
Closed -$224K – 1530
2022
Q4 		$224K Buy
+7,573
New +$209K 0.01% 1197
2022
Q3 		– Sell
-7,869
Closed -$228K – 1460
2022
Q2 		$228K Buy
+7,869
New +$266K 0.01% 990
2021
Q4 		– Sell
-33,301
Closed -$824K – 1419
2021
Q3 		$824K Buy
33,301
+1,846
+6% +$41.1K 0.03% 583
2021
Q2 		$719K Sell
31,455
-10,764
-25% -$248K 0.02% 627
2021
Q1 		$913K Buy
+42,219
New +$961K 0.03% 506
2018
Q3 		– Sell
-17,464
Closed -$578K – 721
2018
Q2 		$578K Buy
+17,464
New +$593K 0.08% 285

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

B. Riley Wealth Advisors's BKR Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 11,277 shares — an estimated $514K sold.

B. Riley Wealth Advisors first reported a position in BKR in Q2 2018 and held it in 13 quarters. The position peaked at $913K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,277 Baker Hughes shares in Q1 2026, an estimated $514K.
  • B. Riley Wealth Advisors first reported a position in Baker Hughes in Q2 2018 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Baker Hughes position peaked at $913K in Q1 2021.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.