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Forum Financial Management’s Baker Hughes BKR Stock Holding History

Forum Financial 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 		– Sell
-18,871
Closed -$859K – 415
2025
Q4 		$859K Buy
18,871
+5
+0% +$237 0.01% 285
2025
Q3 		$919K Buy
18,866
+1,611
+9% +$71.1K 0.01% 259
2025
Q2 		$662K Buy
17,255
+233
+1% +$8.79K 0.01% 317
2025
Q1 		$748K Buy
17,022
+5
+0% +$223 0.01% 256
2024
Q4 		$698K Buy
17,017
+4,813
+39% +$194K 0.01% 281
2024
Q3 		$441K Sell
12,204
-254
-2% -$8.93K 0.01% 375
2024
Q2 		$438K Buy
12,458
+65
+0.5% +$2.13K 0.01% 346
2024
Q1 		$415K Hold
12,393
– – 0.01% 388
2023
Q4 		$424K Buy
12,393
+300
+2% +$10.2K 0.01% 342
2023
Q3 		$427K Hold
12,093
– – 0.01% 321
2023
Q2 		$382K Sell
12,093
-9
-0.1% -$262 0.01% 364
2023
Q1 		$349K Buy
12,102
+519
+4% +$15.7K 0.01% 358
2022
Q4 		$342K Hold
11,583
– – 0.01% 354
2022
Q3 		$243K Sell
11,583
-4,511
-28% -$113K 0.01% 422
2022
Q2 		$465K Buy
16,094
+4,512
+39% +$153K 0.02% 247
2022
Q1 		$421K Hold
11,582
– – 0.02% 281
2021
Q4 		$279K Buy
+11,582
New +$286K 0.01% 448

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

Forum Financial Management's BKR Position: Q1 2026 in Review

Forum Financial Management sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 18,871 shares — an estimated $859K sold.

Forum Financial Management first reported a position in BKR in Q4 2021 and held it in 17 quarters. The position peaked at $919K in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Forum Financial Management reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 18,871 Baker Hughes shares in Q1 2026, an estimated $859K.
  • Forum Financial Management first reported a position in Baker Hughes in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Baker Hughes position peaked at $919K in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.