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Beacon Investment Advisors’s Baxter International BAX Stock Holding History

Beacon Investment Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$858K Sell
40,236
-2,447
-6% -$45.6K 0.27% 85
2026
Q1 		$717K Sell
42,683
-4,140
-9% -$80.1K 0.27% 86
2025
Q4 		$895K Sell
46,823
-78
-0.2% -$1.56K 0.36% 75
2025
Q3 		$1.07M Sell
46,901
-550
-1% -$13.9K 0.44% 65
2025
Q2 		$1.44M Sell
47,451
-398
-0.8% -$12.1K 0.62% 49
2025
Q1 		$1.64M Sell
47,849
-83
-0.2% -$2.71K 0.77% 35
2024
Q4 		$1.4M Sell
47,932
-112
-0.2% -$3.77K 0.66% 47
2024
Q3 		$1.82M Sell
48,044
-4
-0% -$147 0.86% 31
2024
Q2 		$1.61M Buy
48,048
+16,771
+54% +$618K 0.82% 35
2024
Q1 		$1.34M Sell
31,277
-49
-0.2% -$1.99K 0.76% 45
2023
Q4 		$1.21M Buy
31,326
+216
+0.7% +$7.64K 0.77% 44
2023
Q3 		$1.17M Sell
31,110
-815
-3% -$34.7K 0.83% 40
2023
Q2 		$1.45M Sell
31,925
-9,807
-23% -$427K 0.99% 31
2023
Q1 		$1.69M Buy
+41,732
New +$1.77M 1.24% 23

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Investment Advisors's BAX Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Baxter International (BAX) stake by 5.7% in Q2 2026, selling an estimated $45.6K and leaving 40,236 shares worth $858K. The position accounts for 0.27% of the portfolio, ranked #85.

Beacon Investment Advisors first reported a position in BAX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.82M in Q3 2024. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Beacon Investment Advisors held 40,236 shares of Baxter International worth $858K as of Q2 2026.
  • Beacon Investment Advisors sold 2,447 Baxter International shares in Q2 2026, an estimated $45.6K.
  • Baxter International made up 0.27% of Beacon Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Beacon Investment Advisors first reported a position in Baxter International in Q1 2023 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Baxter International position peaked at $1.82M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.