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Bartlett & Co Wealth Management’s Baker Hughes BKR Stock Holding History

Bartlett & Co 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
2026
Q2 		$104K Sell
1,865
-897
-32% -$56.7K ﹤0.01% 626
2026
Q1 		$191K Buy
2,762
+140
+5% +$8.09K ﹤0.01% 469
2025
Q4 		$119K Hold
2,622
– – ﹤0.01% 527
2025
Q3 		$128K Buy
2,622
+1,466
+127% +$64.7K ﹤0.01% 512
2025
Q2 		$44.3K Buy
1,156
+126
+12% +$4.75K ﹤0.01% 673
2025
Q1 		$45.3K Buy
1,030
+4
+0.4% +$178 ﹤0.01% 667
2024
Q4 		$42.1K Sell
1,026
-740
-42% -$29.8K ﹤0.01% 685
2024
Q3 		$63.8K Hold
1,766
– – ﹤0.01% 616
2024
Q2 		$62.1K Hold
1,766
– – ﹤0.01% 622
2024
Q1 		$59.2K Hold
1,766
– – ﹤0.01% 636
2023
Q4 		$60.4K Sell
1,766
-465
-21% -$15.9K ﹤0.01% 663
2023
Q3 		$78.8K Hold
2,231
– – ﹤0.01% 574
2023
Q2 		$70.5K Hold
2,231
– – ﹤0.01% 599
2023
Q1 		$64.4K Hold
2,231
– – ﹤0.01% 530
2022
Q4 		$65.9K Hold
2,231
– – ﹤0.01% 540
2022
Q3 		$46.8K Hold
2,231
– – ﹤0.01% 574
2022
Q2 		$64.4K Hold
2,231
– – ﹤0.01% 536
2022
Q1 		$81.2K Buy
+2,231
New +$67.7K ﹤0.01% 512
2021
Q3 		– Sell
-21
Closed -$480 – 954
2021
Q2 		$480 Hold
21
– – ﹤0.01% 1032
2021
Q1 		$454 Sell
21
-131
-86% -$2.98K ﹤0.01% 1056
2020
Q4 		$3.17K Buy
+152
New +$2.67K ﹤0.01% 851

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

Bartlett & Co Wealth Management's BKR Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Baker Hughes (BKR) stake by 32% in Q2 2026, selling an estimated $56.7K and leaving 1,865 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Bartlett & Co Wealth Management first reported a position in BKR in Q4 2020 and has held it in 21 quarters since. The position peaked at $191K in Q1 2026. 1,151 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,865 shares of Baker Hughes worth $104K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 897 Baker Hughes shares in Q2 2026, an estimated $56.7K.
  • Baker Hughes made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Bartlett & Co Wealth Management first reported a position in Baker Hughes in Q4 2020 and has held it in 21 quarters since.
  • Bartlett & Co Wealth Management's Baker Hughes position peaked at $191K in Q1 2026.
  • 1,151 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.