Burkett Financial Services’s Baxter International BAX Stock Holding History

Burkett Financial Services’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
2025 Q3	–	Sell	-156	Closed	-$4.71K	–	222
2025 Q2	$4.71K	Buy	156 +1	+0.6%	+$30	﹤0.01%	169
2025 Q1	$5.3K	Buy	155 +1	+0.6%	+$33	﹤0.01%	188
2024 Q4	$4.49K	Buy	154 +1	+0.7%	+$34	﹤0.01%	165
2024 Q3	$5.8K	Buy	153 +1	+0.7%	+$37	﹤0.01%	147
2024 Q2	$5.07K	Buy	152 +1	+0.7%	+$37	﹤0.01%	151
2024 Q1	$6.43K	Buy	151 +2	+1%	+$81	﹤0.01%	152
2023 Q4	$5.78K	Buy	+149	New	+$5.27K	﹤0.01%	151

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Burkett Financial Services's BAX Position: Q3 2025 in Review

Burkett Financial Services sold out of Baxter International (BAX) in Q3 2025, closing a stake of 156 shares — an estimated $4.71K sold.

Burkett Financial Services first reported a position in BAX in Q4 2023 and held it in 7 quarters. The position peaked at $6.43K in Q1 2024. 734 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

Burkett Financial Services reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
Burkett Financial Services sold 156 Baxter International shares in Q3 2025, an estimated $4.71K.
Burkett Financial Services first reported a position in Baxter International in Q4 2023 and held it in 7 quarters.
Burkett Financial Services's Baxter International position peaked at $6.43K in Q1 2024.
734 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.