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HB Wealth Management’s Baxter International BAX Stock Holding History

HB Wealth 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
2026
Q1 		$243K Sell
14,491
-428
-3% -$8.28K ﹤0.01% 1335
2025
Q4 		$285K Buy
+14,919
New +$299K ﹤0.01% 1161
2025
Q3 		– Sell
-18,078
Closed -$547K – 1346
2025
Q2 		$547K Sell
18,078
-3,176
-15% -$96.3K ﹤0.01% 708
2025
Q1 		$728K Buy
21,254
+2,609
+14% +$85.3K 0.01% 638
2024
Q4 		$544K Sell
18,645
-3,929
-17% -$132K 0.01% 593
2024
Q3 		$857K Buy
22,574
+4,394
+24% +$161K 0.01% 435
2024
Q2 		$608K Buy
18,180
+5,256
+41% +$194K 0.01% 481
2024
Q1 		$552K Buy
12,924
+1,806
+16% +$73.4K 0.01% 472
2023
Q4 		$430K Buy
11,118
+3,040
+38% +$108K 0.01% 502
2023
Q3 		$305K Buy
8,078
+926
+13% +$39.4K ﹤0.01% 563
2023
Q2 		$326K Buy
7,152
+1,177
+20% +$51.3K 0.01% 522
2023
Q1 		$242K Buy
5,975
+1,465
+32% +$62.1K ﹤0.01% 603
2022
Q4 		$230K Sell
4,510
-1,230
-21% -$66.1K ﹤0.01% 604
2022
Q3 		$309K Buy
5,740
+1,561
+37% +$93.9K 0.01% 432
2022
Q2 		$268K Buy
4,179
+110
+3% +$7.98K 0.01% 467
2022
Q1 		$315K Buy
4,069
+1,627
+67% +$136K 0.01% 440
2021
Q4 		$210K Buy
+2,442
New +$197K ﹤0.01% 480

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HB Wealth Management's BAX Position: Q1 2026 in Review

HB Wealth Management reduced its Baxter International (BAX) stake by 2.9% in Q1 2026, selling an estimated $8.28K and leaving 14,491 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

HB Wealth Management first reported a position in BAX in Q4 2021 and has held it in 17 quarters since. The position peaked at $857K in Q3 2024. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • HB Wealth Management held 14,491 shares of Baxter International worth $243K as of Q1 2026.
  • HB Wealth Management sold 428 Baxter International shares in Q1 2026, an estimated $8.28K.
  • Baxter International made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1335 holding.
  • HB Wealth Management first reported a position in Baxter International in Q4 2021 and has held it in 17 quarters since.
  • HB Wealth Management's Baxter International position peaked at $857K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.