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Independent Advisor Alliance’s Baker Hughes BKR Stock Holding History

Independent Advisor Alliance’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 		$2.02M Buy
33,131
+27,339
+472% +$1.58M 0.02% 557
2025
Q4 		$264K Buy
5,792
+312
+6% +$14.8K 0.01% 835
2025
Q3 		$267K Buy
+5,480
New +$242K 0.01% 801
2025
Q2 		– Sell
-5,166
Closed -$227K – 898
2025
Q1 		$227K Sell
5,166
-637
-11% -$28.4K 0.01% 737
2024
Q4 		$238K Buy
+5,803
New +$234K ﹤0.01% 1234

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

Independent Advisor Alliance's BKR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Baker Hughes (BKR) stake by 472% in Q1 2026, buying an estimated $1.58M and bringing the position to 33,131 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #557.

Independent Advisor Alliance first reported a position in BKR in Q4 2024 and has held it in 5 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Independent Advisor Alliance held 33,131 shares of Baker Hughes worth $2.02M as of Q1 2026.
  • Independent Advisor Alliance bought 27,339 Baker Hughes shares in Q1 2026, an estimated $1.58M.
  • Baker Hughes made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #557 holding.
  • Independent Advisor Alliance first reported a position in Baker Hughes in Q4 2024 and has held it in 5 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.