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Forum Financial Management’s Baxter International BAX Stock Holding History

Forum Financial Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,095
Closed -$209K – 956
2025
Q1 		$209K Buy
+6,095
New +$199K ﹤0.01% 794
2024
Q4 		– Sell
-7,981
Closed -$303K – 931
2024
Q3 		$303K Buy
7,981
+1,341
+20% +$49.3K 0.01% 509
2024
Q2 		$222K Buy
+6,640
New +$245K ﹤0.01% 622
2023
Q1 		– Sell
-4,519
Closed -$230K – 624
2022
Q4 		$230K Hold
4,519
– – 0.01% 492
2022
Q3 		$243K Buy
+4,519
New +$272K 0.01% 421
2022
Q2 		– Sell
-4,032
Closed -$312K – 585
2022
Q1 		$312K Hold
4,032
– – 0.02% 375
2021
Q4 		$346K Buy
+4,032
New +$325K 0.02% 347

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's BAX Position: Q2 2025 in Review

Forum Financial Management sold out of Baxter International (BAX) in Q2 2025, closing a stake of 6,095 shares — an estimated $209K sold.

Forum Financial Management first reported a position in BAX in Q4 2021 and held it in 7 quarters. The position peaked at $346K in Q4 2021. 776 funds tracked by Wall St. Rank hold BAX as of Q2 2025.

  • Forum Financial Management reported no remaining Baxter International position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 6,095 Baxter International shares in Q2 2025, an estimated $209K.
  • Forum Financial Management first reported a position in Baxter International in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's Baxter International position peaked at $346K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Baxter International as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.