Essex Investment Management’s Baker Hughes BKR Stock Holding History

Essex Investment 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	$3.02M	Sell	54,375 -307	-0.6%	-$19.4K	0.4%	96
2026 Q1	$3.34M	Sell	54,682 -4,010	-7%	-$232K	0.53%	67
2025 Q4	$2.67M	Sell	58,692 -1,135	-2%	-$53.8K	0.41%	93
2025 Q3	$2.91M	Sell	59,827 -5,125	-8%	-$226K	0.45%	88
2025 Q2	$2.49M	Sell	64,952 -3,563	-5%	-$134K	0.45%	92
2025 Q1	$3.01M	Buy	+68,515	New	+$3.06M	0.63%	52
2023 Q4	–	Sell	-33,166	Closed	-$1.17M	–	329
2023 Q3	$1.17M	Buy	33,166 +3,825	+13%	+$135K	0.19%	169
2023 Q2	$927K	Hold	29,341	–	–	0.13%	218
2023 Q1	$847K	Sell	29,341 -2,108	-7%	-$63.8K	0.12%	218
2022 Q4	$929K	Sell	31,449 -1,776	-5%	-$49K	0.14%	205
2022 Q3	$696K	Hold	33,225	–	–	0.11%	218
2022 Q2	$959K	Sell	33,225 -1,388	-4%	-$46.9K	0.15%	198
2022 Q1	$1.26M	Buy	+34,613	New	+$1.05M	0.16%	196
2018 Q4	–	Sell	-8,124	Closed	-$275K	–	485
2018 Q3	$275K	Buy	+8,124	New	+$269K	0.03%	355

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 $3.38T AUM 44.17% 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

Essex Investment Management's BKR Position: Q2 2026 in Review

Essex Investment Management reduced its Baker Hughes (BKR) stake by 0.56% in Q2 2026, selling an estimated $19.4K and leaving 54,375 shares worth $3.02M. The position accounts for 0.4% of the portfolio, ranked #96.

Essex Investment Management first reported a position in BKR in Q3 2018 and has held it in 14 quarters since. The position peaked at $3.34M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Essex Investment Management held 54,375 shares of Baker Hughes worth $3.02M as of Q2 2026.
Essex Investment Management sold 307 Baker Hughes shares in Q2 2026, an estimated $19.4K.
Baker Hughes made up 0.4% of Essex Investment Management's portfolio in Q2 2026, its #96 holding.
Essex Investment Management first reported a position in Baker Hughes in Q3 2018 and has held it in 14 quarters since.
Essex Investment Management's Baker Hughes position peaked at $3.34M in Q1 2026.
1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.