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Evermay Wealth Management’s Baker Hughes BKR Stock Holding History

Evermay 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 		$5.94K Hold
107
– – ﹤0.01% 552
2026
Q1 		$6.53K Hold
107
– – ﹤0.01% 491
2025
Q4 		$4.87K Hold
107
– – ﹤0.01% 489
2025
Q3 		$5.21K Hold
107
– – ﹤0.01% 475
2025
Q2 		$4.1K Hold
107
– – ﹤0.01% 483
2025
Q1 		$4.7K Buy
+107
New +$4.77K ﹤0.01% 488
2024
Q1 		– Sell
-10
Closed -$342 – 624
2023
Q4 		$342 Buy
+10
New +$341 ﹤0.01% 637

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Evermay Wealth Management held its Baker Hughes (BKR) position steady in Q2 2026 at 107 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Evermay Wealth Management first reported a position in BKR in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.53K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Evermay Wealth Management held 107 shares of Baker Hughes worth $5.94K as of Q2 2026.
  • Evermay Wealth Management left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Evermay Wealth Management first reported a position in Baker Hughes in Q4 2023 and has held it in 7 quarters since.
  • Evermay Wealth Management's Baker Hughes position peaked at $6.53K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.