Custom Index Systems’s Baker Hughes BKR Stock Holding History

Custom Index Systems’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	$836K	Sell	15,055 -682	-4%	-$43.1K	0.3%	84
2026 Q1	$961K	Sell	15,737 -1,806	-10%	-$104K	0.42%	61
2025 Q4	$799K	Sell	17,543 -7,429	-30%	-$352K	0.35%	79
2025 Q3	$1.22M	Buy	24,972 +8,205	+49%	+$362K	0.36%	80
2025 Q2	$643K	Sell	16,767 -1,914	-10%	-$72.2K	0.31%	92
2025 Q1	$821K	Buy	18,681 +9,751	+109%	+$435K	0.42%	67
2024 Q4	$366K	Buy	8,930 +203	+2%	+$8.19K	0.2%	155
2024 Q3	$315K	Buy	8,727 +681	+8%	+$23.9K	0.17%	185
2024 Q2	$283K	Sell	8,046 -6,346	-44%	-$208K	0.16%	187
2024 Q1	$482K	Buy	14,392 +6,022	+72%	+$186K	0.27%	97
2023 Q4	$286K	Buy	+8,370	New	+$285K	0.18%	177

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Custom Index Systems's BKR Position: Q2 2026 in Review

Custom Index Systems reduced its Baker Hughes (BKR) stake by 4.3% in Q2 2026, selling an estimated $43.1K and leaving 15,055 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #84.

Custom Index Systems first reported a position in BKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Custom Index Systems held 15,055 shares of Baker Hughes worth $836K as of Q2 2026.
Custom Index Systems sold 682 Baker Hughes shares in Q2 2026, an estimated $43.1K.
Baker Hughes made up 0.3% of Custom Index Systems's portfolio in Q2 2026, its #84 holding.
Custom Index Systems first reported a position in Baker Hughes in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's Baker Hughes position peaked at $1.22M in Q3 2025.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.