HWA
BKR icon

Heritage Wealth Advisors’s Baker Hughes BKR Stock Holding History

Heritage Wealth Advisors’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 		$5.74K Hold
94
– – ﹤0.01% 558
2025
Q4 		$4.28K Hold
94
– – ﹤0.01% 507
2025
Q3 		$4.58K Hold
94
– – ﹤0.01% 474
2025
Q2 		$3.6K Hold
94
– – ﹤0.01% 480
2025
Q1 		$4.13K Sell
94
-20
-18% -$892 ﹤0.01% 466
2024
Q4 		$4.68K Buy
114
+20
+21% +$807 ﹤0.01% 499
2024
Q3 		$3.4K Buy
+94
New +$3.3K ﹤0.01% 515
2021
Q1 		– Sell
-80
Closed -$2K – 567
2020
Q4 		$2K Sell
80
-2
-2% -$35 ﹤0.01% 508
2020
Q3 		$1.09K Buy
+82
New +$1.25K ﹤0.01% 452
2020
Q1 		– Sell
-18
Closed -$461 – 458
2019
Q4 		$461 Buy
+18
New +$409 ﹤0.01% 701

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

Heritage Wealth Advisors's BKR Position: Q1 2026 in Review

Heritage Wealth Advisors held its Baker Hughes (BKR) position steady in Q1 2026 at 94 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Heritage Wealth Advisors first reported a position in BKR in Q4 2019 and has held it in 10 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Heritage Wealth Advisors held 94 shares of Baker Hughes worth $5.74K as of Q1 2026.
  • Heritage Wealth Advisors left its Baker Hughes share count unchanged in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #558 holding.
  • Heritage Wealth Advisors first reported a position in Baker Hughes in Q4 2019 and has held it in 10 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.