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Bogart Wealth LLC’s Baker Hughes BKR Stock Holding History

Bogart Wealth LLC’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 		$8.35K Buy
150
+50
+50% +$3.16K ﹤0.01% 1053
2026
Q1 		$6.13K Buy
100
+6
+6% +$347 ﹤0.01% 1017
2025
Q4 		$4.29K Buy
94
+4
+4% +$190 ﹤0.01% 1031
2025
Q3 		$4.39K Buy
90
+2
+2% +$88 ﹤0.01% 1004
2025
Q2 		$3.37K Buy
88
+29
+49% +$1.09K ﹤0.01% 1019
2025
Q1 		$2.59K Hold
59
– – ﹤0.01% 1030
2024
Q4 		$2.42K Buy
+59
New +$2.38K ﹤0.01% 1065

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

Bogart Wealth LLC's BKR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Baker Hughes (BKR) stake by 50% in Q2 2026, buying an estimated $3.16K and bringing the position to 150 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Bogart Wealth LLC first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Bogart Wealth LLC held 150 shares of Baker Hughes worth $8.35K as of Q2 2026.
  • Bogart Wealth LLC bought 50 Baker Hughes shares in Q2 2026, an estimated $3.16K.
  • Baker Hughes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1053 holding.
  • Bogart Wealth LLC first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.