HWM
BKR icon

HB Wealth Management’s Baker Hughes BKR Stock Holding History

HB Wealth 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 		$2.67M Buy
48,089
+92
+0.2% +$5.82K 0.02% 400
2026
Q1 		$2.93M Buy
47,997
+2,138
+5% +$124K 0.02% 344
2025
Q4 		$2.09M Buy
45,859
+808
+2% +$38.3K 0.01% 402
2025
Q3 		$2.19M Buy
45,051
+6,611
+17% +$292K 0.01% 395
2025
Q2 		$1.47M Sell
38,440
-2,368
-6% -$89.4K 0.01% 442
2025
Q1 		$1.79M Buy
40,808
+13,839
+51% +$617K 0.02% 404
2024
Q4 		$1.11M Buy
26,969
+1,589
+6% +$64.1K 0.01% 394
2024
Q3 		$917K Buy
25,380
+141
+0.6% +$4.96K 0.01% 416
2024
Q2 		$888K Buy
25,239
+7,943
+46% +$261K 0.01% 396
2024
Q1 		$579K Buy
17,296
+705
+4% +$21.7K 0.01% 457
2023
Q4 		$567K Buy
16,591
+833
+5% +$28.4K 0.01% 424
2023
Q3 		$557K Buy
15,758
+7,018
+80% +$248K 0.01% 405
2023
Q2 		$276K Buy
8,740
+609
+7% +$17.8K ﹤0.01% 572
2023
Q1 		$235K Buy
8,131
+470
+6% +$14.2K ﹤0.01% 619
2022
Q4 		$226K Buy
+7,661
New +$211K ﹤0.01% 611

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HB Wealth Management's BKR Position: Q2 2026 in Review

HB Wealth Management increased its Baker Hughes (BKR) stake by 0.19% in Q2 2026, buying an estimated $5.82K and bringing the position to 48,089 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #400.

HB Wealth Management first reported a position in BKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • HB Wealth Management held 48,089 shares of Baker Hughes worth $2.67M as of Q2 2026.
  • HB Wealth Management bought 92 Baker Hughes shares in Q2 2026, an estimated $5.82K.
  • Baker Hughes made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #400 holding.
  • HB Wealth Management first reported a position in Baker Hughes in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Baker Hughes position peaked at $2.93M in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.