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CBIZ Investment Advisory Services’s Baker Hughes BKR Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-290
Closed -$13.2K – 452
2025
Q4 		$13.2K Hold
290
– – ﹤0.01% 335
2025
Q3 		$14.1K Buy
290
+16
+6% +$706 ﹤0.01% 299
2025
Q2 		$10.5K Sell
274
-6
-2% -$226 ﹤0.01% 347
2025
Q1 		$12.3K Hold
280
– – ﹤0.01% 294
2024
Q4 		$11.5K Buy
280
+1
+0.4% +$40 ﹤0.01% 268
2024
Q3 		$10.1K Sell
279
-1
-0.4% -$35 ﹤0.01% 265
2024
Q2 		$9.83K Sell
280
-73
-21% -$2.39K ﹤0.01% 253
2024
Q1 		$11.8K Buy
+353
New +$10.9K ﹤0.01% 242

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CBIZ Investment Advisory Services's BKR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 290 shares — an estimated $13.2K sold.

CBIZ Investment Advisory Services first reported a position in BKR in Q1 2024 and held it in 8 quarters. The position peaked at $14.1K in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 290 Baker Hughes shares in Q1 2026, an estimated $13.2K.
  • CBIZ Investment Advisory Services first reported a position in Baker Hughes in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Baker Hughes position peaked at $14.1K in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.