Creative Planning
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Creative Planning’s Baker Hughes BKR Stock Holding History

Creative Planning’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 		$7.57M Buy
123,999
+18,951
+18% +$1.1M 0.01% 886
2025
Q4 		$4.78M Buy
105,048
+4,581
+5% +$217K ﹤0.01% 1037
2025
Q3 		$4.89M Buy
100,467
+10,104
+11% +$446K ﹤0.01% 899
2025
Q2 		$3.46M Sell
90,363
-6,285
-7% -$237K ﹤0.01% 951
2025
Q1 		$4.25M Buy
96,648
+13,987
+17% +$624K ﹤0.01% 775
2024
Q4 		$3.39M Buy
82,661
+13,089
+19% +$528K ﹤0.01% 836
2024
Q3 		$2.52M Buy
69,572
+7,596
+12% +$267K ﹤0.01% 948
2024
Q2 		$2.18M Buy
61,976
+16,582
+37% +$544K ﹤0.01% 947
2024
Q1 		$1.52M Sell
45,394
-3,646
-7% -$112K ﹤0.01% 1095
2023
Q4 		$1.68M Buy
49,040
+8,070
+20% +$275K ﹤0.01% 983
2023
Q3 		$1.45M Buy
40,970
+1,442
+4% +$51K ﹤0.01% 997
2023
Q2 		$1.25M Buy
39,528
+14,871
+60% +$434K ﹤0.01% 1016
2023
Q1 		$712K Buy
24,657
+3,529
+17% +$107K ﹤0.01% 1270
2022
Q4 		$624K Buy
21,128
+1,316
+7% +$36.3K ﹤0.01% 1308
2022
Q3 		$415K Buy
19,812
+3,690
+23% +$92.4K ﹤0.01% 1444
2022
Q2 		$465K Buy
16,122
+3,895
+32% +$132K ﹤0.01% 1362
2022
Q1 		$445K Buy
12,227
+913
+8% +$27.7K ﹤0.01% 1386
2021
Q4 		$272K Sell
11,314
-637
-5% -$15.7K ﹤0.01% 1688
2021
Q3 		$296K Buy
+11,951
New +$266K ﹤0.01% 1599
2021
Q2 		– Sell
-9,259
Closed -$200K – 2122
2021
Q1 		$200K Buy
+9,259
New +$211K ﹤0.01% 2099
2020
Q1 		– Sell
-8,188
Closed -$210K – 1887
2019
Q4 		$210K Sell
8,188
-1,364
-14% -$31K ﹤0.01% 1609
2019
Q3 		$222K Buy
9,552
+612
+7% +$14.3K ﹤0.01% 1542
2019
Q2 		$220K Buy
8,940
+1,122
+14% +$27.1K ﹤0.01% 1552
2019
Q1 		$217K Buy
+7,818
New +$198K ﹤0.01% 1532
2018
Q1 		– Sell
-7,125
Closed -$225K – 2048
2017
Q4 		$225K Sell
7,125
-1,728
-20% -$55.4K ﹤0.01% 1525
2017
Q3 		$324K Buy
+8,853
New +$314K ﹤0.01% 1285

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

Creative Planning's BKR Position: Q1 2026 in Review

Creative Planning increased its Baker Hughes (BKR) stake by 18% in Q1 2026, buying an estimated $1.1M and bringing the position to 123,999 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #886.

Creative Planning first reported a position in BKR in Q3 2017 and has held it in 26 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Creative Planning held 123,999 shares of Baker Hughes worth $7.57M as of Q1 2026.
  • Creative Planning bought 18,951 Baker Hughes shares in Q1 2026, an estimated $1.1M.
  • Baker Hughes made up 0.01% of Creative Planning's portfolio in Q1 2026, its #886 holding.
  • Creative Planning first reported a position in Baker Hughes in Q3 2017 and has held it in 26 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.