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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 $5.72T AUM 30.48% 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 $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return