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Icon Wealth Advisors’s Baker Hughes BKR Stock Holding History

Icon 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 		$405K Sell
5,879
-26
-0.4% -$1.5K 0.03% 280
2025
Q4 		$269K Buy
5,905
+617
+12% +$29.3K 0.02% 335
2025
Q3 		$258K Sell
5,288
-122
-2% -$5.38K 0.02% 335
2025
Q2 		$207K Sell
5,410
-102
-2% -$3.85K 0.01% 364
2025
Q1 		$242K Hold
5,512
– – 0.02% 315
2024
Q4 		$226K Sell
5,512
-167
-3% -$6.74K 0.02% 351
2024
Q3 		$205K Buy
+5,679
New +$200K 0.02% 353
2024
Q2 		– Sell
-5,833
Closed -$195K – 444
2024
Q1 		$195K Buy
5,833
+93
+2% +$2.87K 0.02% 342
2023
Q4 		$196K Buy
+5,740
New +$196K 0.02% 323
2022
Q4 		– Sell
-5,912
Closed -$124K – 338
2022
Q3 		$124K Buy
+5,912
New +$148K 0.02% 366

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

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

Icon Wealth Advisors reduced its Baker Hughes (BKR) stake by 0.44% in Q1 2026, selling an estimated $1.5K and leaving 5,879 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #280.

Icon Wealth Advisors first reported a position in BKR in Q3 2022 and has held it in 10 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Icon Wealth Advisors held 5,879 shares of Baker Hughes worth $405K as of Q1 2026.
  • Icon Wealth Advisors sold 26 Baker Hughes shares in Q1 2026, an estimated $1.5K.
  • Baker Hughes made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #280 holding.
  • Icon Wealth Advisors first reported a position in Baker Hughes in Q3 2022 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 Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.