Congress Asset Management’s Baker Hughes BKR Stock Holding History

Congress Asset Management’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 Q2	$3.39M	Sell	61,063 -1,051	-2%	-$66.4K	0.02%	265
2026 Q1	$3.79M	Sell	62,114 -2,410	-4%	-$139K	0.03%	262
2025 Q4	$2.94M	Sell	64,524 -8,469	-12%	-$402K	0.02%	259
2025 Q3	$3.56M	Sell	72,993 -135,249	-65%	-$5.97M	0.02%	250
2025 Q2	$7.98M	Sell	208,242 -2,482,700	-92%	-$93.7M	0.05%	200
2025 Q1	$118M	Buy	2,690,942 +78,672	+3%	+$3.51M	0.88%	35
2024 Q4	$107M	Buy	+2,612,270	New	+$105M	0.72%	58
2017 Q4	–	Sell	-140,654	Closed	-$5.15M	–	375
2017 Q3	$5.15M	Buy	+140,654	New	+$4.99M	0.08%	159

Other funds holding BKR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Congress Asset Management's BKR Position: Q2 2026 in Review

Congress Asset Management reduced its Baker Hughes (BKR) stake by 1.7% in Q2 2026, selling an estimated $66.4K and leaving 61,063 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #265.

Congress Asset Management first reported a position in BKR in Q3 2017 and has held it in 8 quarters since. The position peaked at $118M in Q1 2025. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Congress Asset Management held 61,063 shares of Baker Hughes worth $3.39M as of Q2 2026.
Congress Asset Management sold 1,051 Baker Hughes shares in Q2 2026, an estimated $66.4K.
Baker Hughes made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #265 holding.
Congress Asset Management first reported a position in Baker Hughes in Q3 2017 and has held it in 8 quarters since.
Congress Asset Management's Baker Hughes position peaked at $118M in Q1 2025.
277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.