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Concord Wealth Partners’s Baxter International BAX Stock Holding History

Concord Wealth Partners’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 		– Sell
-344
Closed -$6.57K – 256
2025
Q4 		$6.57K Hold
344
– – ﹤0.01% 590
2025
Q3 		$7.83K Sell
344
-179
-34% -$4.54K ﹤0.01% 568
2025
Q2 		$15.8K Buy
523
+146
+39% +$4.43K ﹤0.01% 490
2025
Q1 		$12.9K Buy
377
+33
+10% +$1.08K ﹤0.01% 485
2024
Q4 		$10K Hold
344
– – ﹤0.01% 528
2024
Q3 		$13.1K Hold
344
– – ﹤0.01% 530
2024
Q2 		$11.5K Hold
344
– – ﹤0.01% 495
2024
Q1 		$14.7K Hold
344
– – ﹤0.01% 531
2023
Q4 		$13.3K Hold
344
– – ﹤0.01% 534
2023
Q3 		$13K Hold
344
– – ﹤0.01% 575
2023
Q2 		$15.7K Sell
344
-311
-47% -$13.5K ﹤0.01% 543
2023
Q1 		$26.6K Sell
655
-19
-3% -$805 0.01% 445
2022
Q4 		$34.4K Buy
+674
New +$36.2K 0.01% 436
2022
Q3 		– Sell
-858
Closed -$55K – 244
2022
Q2 		$55K Buy
858
+6
+0.7% +$435 0.02% 355
2022
Q1 		$66K Buy
852
+19
+2% +$1.59K 0.02% 378
2021
Q4 		$72K Buy
+833
New +$67.1K 0.02% 369
2021
Q3 		– Sell
-290
Closed -$23K – 915
2021
Q2 		$23K Buy
290
+167
+136% +$14K 0.01% 474
2021
Q1 		$10K Buy
+123
New +$9.77K ﹤0.01% 580

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

Concord Wealth Partners's BAX Position: Q1 2026 in Review

Concord Wealth Partners sold out of Baxter International (BAX) in Q1 2026, closing a stake of 344 shares — an estimated $6.57K sold.

Concord Wealth Partners first reported a position in BAX in Q1 2021 and held it in 18 quarters. The position peaked at $72K in Q4 2021. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Concord Wealth Partners reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 344 Baxter International shares in Q1 2026, an estimated $6.57K.
  • Concord Wealth Partners first reported a position in Baxter International in Q1 2021 and held it in 18 quarters.
  • Concord Wealth Partners's Baxter International position peaked at $72K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.