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Concurrent Investment Advisors’s Baker Hughes BKR Stock Holding History

Concurrent Investment Advisors’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 		$3.33M Sell
54,465
-68,643
-56% -$3.97M 0.04% 462
2025
Q4 		$5.61M Buy
123,108
+59,670
+94% +$2.83M 0.06% 303
2025
Q3 		$3.09M Buy
63,438
+28,606
+82% +$1.26M 0.05% 348
2025
Q2 		$1.34M Buy
34,832
+27,935
+405% +$1.05M 0.03% 526
2025
Q1 		$303K Buy
+6,897
New +$308K 0.01% 922

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

Concurrent Investment Advisors's BKR Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Baker Hughes (BKR) stake by 56% in Q1 2026, selling an estimated $3.97M and leaving 54,465 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #462.

Concurrent Investment Advisors first reported a position in BKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.61M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Concurrent Investment Advisors held 54,465 shares of Baker Hughes worth $3.33M as of Q1 2026.
  • Concurrent Investment Advisors sold 68,643 Baker Hughes shares in Q1 2026, an estimated $3.97M.
  • Baker Hughes made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #462 holding.
  • Concurrent Investment Advisors first reported a position in Baker Hughes in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Baker Hughes position peaked at $5.61M in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.