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IAM Advisory’s Baker Hughes BKR Stock Holding History

IAM Advisory’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 		$303K Buy
5,462
+9
+0.2% +$569 0.06% 86
2026
Q1 		$333K Sell
5,453
-266
-5% -$15.4K 0.07% 82
2025
Q4 		$260K Sell
5,719
-429
-7% -$20.3K 0.06% 85
2025
Q3 		$300K Buy
6,148
+33
+0.5% +$1.46K 0.07% 83
2025
Q2 		$234K Buy
6,115
+229
+4% +$8.64K 0.06% 89
2025
Q1 		$259K Sell
5,886
-873
-13% -$39K 0.07% 89
2024
Q4 		$277K Sell
6,759
-61
-0.9% -$2.46K 0.07% 85
2024
Q3 		$247K Buy
6,820
+41
+0.6% +$1.44K 0.06% 93
2024
Q2 		$238K Buy
+6,779
New +$222K 0.06% 91

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return