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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bartlett & Co Wealth Management's BKR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Baker Hughes (BKR) stake by 5.3% in Q1 2026, buying an estimated $8.09K and bringing the position to 2,762 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Bartlett & Co Wealth Management first reported a position in BKR in Q4 2020 and has held it in 20 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Bartlett & Co Wealth Management held 2,762 shares of Baker Hughes worth $191K as of Q1 2026.
Bartlett & Co Wealth Management bought 140 Baker Hughes shares in Q1 2026, an estimated $8.09K.
Baker Hughes made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #469 holding.
Bartlett & Co Wealth Management first reported a position in Baker Hughes in Q4 2020 and has held it in 20 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.