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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
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 $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

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

HB Wealth Management increased its Baker Hughes (BKR) stake by 4.7% in Q1 2026, buying an estimated $124K and bringing the position to 47,997 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #344.

HB Wealth Management first reported a position in BKR in Q4 2022 and has held it in 14 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • HB Wealth Management held 47,997 shares of Baker Hughes worth $2.93M as of Q1 2026.
  • HB Wealth Management bought 2,138 Baker Hughes shares in Q1 2026, an estimated $124K.
  • Baker Hughes made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #344 holding.
  • HB Wealth Management first reported a position in Baker Hughes in Q4 2022 and has held it in 14 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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