Institute for Wealth Management’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $92.9K | Buy |
+4,356
| New | +$81.2K | 0.01% | 697 |
|
|
2025
Q3 | – | Sell |
-7,460
| Closed | -$226K | – | 563 |
|
|
2025
Q2 | $226K | Hold |
7,460
| – | – | 0.03% | 510 |
|
|
2025
Q1 | $255K | Sell |
7,460
-35
| -0.5% | -$1.14K | 0.03% | 457 |
|
|
2024
Q4 | $219K | Sell |
7,495
-6,355
| -46% | -$214K | 0.03% | 471 |
|
|
2024
Q3 | $526K | Buy |
13,850
+5,524
| +66% | +$203K | 0.07% | 290 |
|
|
2024
Q2 | $279K | Buy |
8,326
+1,477
| +22% | +$54.4K | 0.04% | 400 |
|
|
2024
Q1 | $293K | Buy |
6,849
+25
| +0.4% | +$1.02K | 0.04% | 397 |
|
|
2023
Q4 | $264K | Sell |
6,824
-638
| -9% | -$22.6K | 0.04% | 400 |
|
|
2023
Q3 | $282K | Sell |
7,462
-50
| -0.7% | -$2.13K | 0.05% | 362 |
|
|
2023
Q2 | $342K | Sell |
7,512
-122
| -2% | -$5.31K | 0.06% | 335 |
|
|
2023
Q1 | $310K | Sell |
7,634
-310
| -4% | -$13.1K | 0.06% | 342 |
|
|
2022
Q4 | $405K | Buy |
7,944
+158
| +2% | +$8.49K | 0.09% | 296 |
|
|
2022
Q3 | $419K | Sell |
7,786
-82
| -1% | -$4.93K | 0.09% | 274 |
|
|
2022
Q2 | $505K | Sell |
7,868
-28
| -0.4% | -$2.03K | 0.1% | 271 |
|
|
2022
Q1 | $612K | Buy |
7,896
+249
| +3% | +$20.8K | 0.1% | 249 |
|
|
2021
Q4 | $656K | Sell |
7,647
-42
| -0.5% | -$3.38K | 0.11% | 232 |
|
|
2021
Q3 | $618K | Sell |
7,689
-139
| -2% | -$11K | 0.11% | 230 |
|
|
2021
Q2 | $630K | Hold |
7,828
| – | – | 0.11% | 224 |
|
|
2021
Q1 | $660K | Sell |
7,828
-97
| -1% | -$7.7K | 0.13% | 204 |
|
|
2020
Q4 | $636K | Sell |
7,925
-108
| -1% | -$8.55K | 0.13% | 202 |
|
|
2020
Q3 | $646K | Buy |
8,033
+22
| +0.3% | +$1.85K | 0.15% | 178 |
|
|
2020
Q2 | $690K | Buy |
8,011
+53
| +0.7% | +$4.62K | 0.17% | 162 |
|
|
2020
Q1 | $646K | Sell |
7,958
-120
| -1% | -$10.4K | 0.2% | 142 |
|
|
2019
Q4 | $675K | Buy |
8,078
+20
| +0.2% | +$1.66K | 0.15% | 200 |
|
|
2019
Q3 | $705K | Sell |
8,058
-1,100
| -12% | -$93.9K | 0.18% | 168 |
|
|
2019
Q2 | $750K | Hold |
9,158
| – | – | 0.17% | 184 |
|
|
2019
Q1 | $745K | Hold |
9,158
| – | – | 0.16% | 172 |
|
|
2018
Q4 | $603K | Buy |
+9,158
| New | +$615K | 0.25% | 125 |
|
|
2018
Q2 | – | Sell |
-10,367
| Closed | -$725K | – | 217 |
|
|
2018
Q1 | $725K | Sell |
10,367
-841
| -8% | -$56.9K | 0.21% | 160 |
|
|
2017
Q4 | $725K | Sell |
11,208
-1,126
| -9% | -$72.3K | 0.17% | 176 |
|
|
2017
Q3 | $773K | Hold |
12,334
| – | – | 0.25% | 140 |
|
|
2017
Q2 | $746K | Buy |
+12,334
| New | +$701K | 0.21% | 157 |
|
Other funds holding BAX
GA
Institute for Wealth Management's BAX Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in Baxter International (BAX) in Q2 2026: 4,356 shares worth $92.9K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BAX as recently as Q2 2025.
Institute for Wealth Management first reported a position in BAX in Q2 2017 and has held it in 32 quarters since. The position peaked at $773K in Q3 2017. 687 funds tracked by Wall St. Rank hold BAX as of Q2 2026.
- Institute for Wealth Management held 4,356 shares of Baxter International worth $92.9K as of Q2 2026.
- Baxter International was a new Institute for Wealth Management position in Q2 2026.
- Baxter International made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #697 holding.
- Institute for Wealth Management first reported a position in Baxter International in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Baxter International position peaked at $773K in Q3 2017.
- 687 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.