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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
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 $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

Evermay Wealth Management's BKR Position: Q1 2026 in Review

Evermay Wealth Management held its Baker Hughes (BKR) position steady in Q1 2026 at 107 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Evermay Wealth Management first reported a position in BKR in Q4 2023 and has held it in 6 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Evermay Wealth Management held 107 shares of Baker Hughes worth $6.53K as of Q1 2026.
  • Evermay Wealth Management left its Baker Hughes share count unchanged in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #491 holding.
  • Evermay Wealth Management first reported a position in Baker Hughes in Q4 2023 and has held it in 6 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.