Fulcrum Asset Management’s Baker Hughes BKR Stock Holding History

Fulcrum Asset 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	$6M	Buy	106,609 +18,663	+21%	+$1.18M	0.6%	34
2026 Q1	$5.34M	Sell	87,946 -25,840	-23%	-$1.49M	0.81%	36
2025 Q4	$5.24M	Sell	113,786 -21,915	-16%	-$1.04M	1.46%	12
2025 Q3	$6.61M	Sell	135,701 -57,946	-30%	-$2.56M	1.83%	11
2025 Q2	$7.42M	Buy	+193,647	New	+$7.31M	2.12%	10

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fulcrum Asset Management's BKR Position: Q2 2026 in Review

Fulcrum Asset Management increased its Baker Hughes (BKR) stake by 21% in Q2 2026, buying an estimated $1.18M and bringing the position to 106,609 shares worth $6M. The position accounts for 0.6% of the portfolio, ranked #34.

Fulcrum Asset Management first reported a position in BKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.42M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Fulcrum Asset Management held 106,609 shares of Baker Hughes worth $6M as of Q2 2026.
Fulcrum Asset Management bought 18,663 Baker Hughes shares in Q2 2026, an estimated $1.18M.
Baker Hughes made up 0.6% of Fulcrum Asset Management's portfolio in Q2 2026, its #34 holding.
Fulcrum Asset Management first reported a position in Baker Hughes in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Baker Hughes position peaked at $7.42M in Q2 2025.
1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.