Dogwood Wealth Management’s Baker Hughes BKR Stock Holding History

Dogwood Wealth 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	$149K	Sell	2,691 -2,671	-50%	-$169K	0.06%	86
2026 Q1	$327K	Sell	5,362 -1,524	-22%	-$88.1K	0.14%	63
2025 Q4	$314K	Sell	6,886 -1,404	-17%	-$66.6K	0.14%	75
2025 Q3	$404K	Sell	8,290 -3,471	-30%	-$153K	0.18%	71
2025 Q2	$472K	Sell	11,761 -2,172	-16%	-$82K	0.23%	72
2025 Q1	$612K	Buy	+13,933	New	+$622K	0.32%	78
2024 Q3	–	Hold	0	–	–	–	347
2024 Q2	–	Hold	0	–	–	–	372
2024 Q1	–	Hold	0	–	–	–	410
2023 Q4	–	Hold	0	–	–	–	354

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

Dogwood Wealth Management's BKR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Baker Hughes (BKR) stake by 50% in Q2 2026, selling an estimated $169K and leaving 2,691 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #86.

Dogwood Wealth Management first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $612K in Q1 2025. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Dogwood Wealth Management held 2,691 shares of Baker Hughes worth $149K as of Q2 2026.
Dogwood Wealth Management sold 2,671 Baker Hughes shares in Q2 2026, an estimated $169K.
Baker Hughes made up 0.06% of Dogwood Wealth Management's portfolio in Q2 2026, its #86 holding.
Dogwood Wealth Management first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Baker Hughes position peaked at $612K in Q1 2025.
1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.