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Bruce G. Allen Investments’s Baxter International BAX Stock Holding History

Bruce G. Allen Investments’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
Q1 		$103K Buy
6,149
+1,697
+38% +$32.8K 0.07% 152
2025
Q4 		$85.1K Buy
4,452
+827
+23% +$16.5K 0.06% 186
2025
Q3 		$82.5K Sell
3,625
-32
-0.9% -$812 0.06% 191
2025
Q2 		$111K Buy
3,657
+111
+3% +$3.37K 0.08% 139
2025
Q1 		$121K Buy
3,546
+924
+35% +$30.2K 0.1% 123
2024
Q4 		$76.5K Buy
2,622
+1,867
+247% +$62.9K 0.06% 185
2024
Q3 		$28.7K Buy
755
+126
+20% +$4.63K 0.02% 341
2024
Q2 		$21K Sell
629
-419
-40% -$15.4K 0.02% 362
2024
Q1 		$44.8K Buy
1,048
+116
+12% +$4.72K 0.04% 257
2023
Q4 		$36K Buy
+932
New +$33K 0.03% 291

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's BAX Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Baxter International (BAX) stake by 38% in Q1 2026, buying an estimated $32.8K and bringing the position to 6,149 shares worth $103K. The position accounts for 0.07% of the portfolio, ranked #152.

Bruce G. Allen Investments first reported a position in BAX in Q4 2023 and has held it in 10 quarters since. The position peaked at $121K in Q1 2025. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Bruce G. Allen Investments held 6,149 shares of Baxter International worth $103K as of Q1 2026.
  • Bruce G. Allen Investments bought 1,697 Baxter International shares in Q1 2026, an estimated $32.8K.
  • Baxter International made up 0.07% of Bruce G. Allen Investments's portfolio in Q1 2026, its #152 holding.
  • Bruce G. Allen Investments first reported a position in Baxter International in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Baxter International position peaked at $121K in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.