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Integrated Wealth Concepts’s Baker Hughes BKR Stock Holding History

Integrated Wealth Concepts’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 		$2.54M Buy
+41,669
New +$2.41M 0.02% 669
2025
Q4 		– Sell
-18,237
Closed -$888K – 1661
2025
Q3 		$888K Sell
18,237
-1,963
-10% -$86.6K 0.01% 1043
2025
Q2 		$774K Sell
20,200
-877
-4% -$33.1K 0.01% 1053
2025
Q1 		$926K Sell
21,077
-1,926
-8% -$85.9K 0.01% 863
2024
Q4 		$944K Buy
23,003
+6,815
+42% +$275K 0.01% 844
2024
Q3 		$585K Buy
16,188
+71
+0.4% +$2.5K 0.01% 1015
2024
Q2 		$567K Sell
16,117
-2,179
-12% -$71.5K 0.01% 991
2024
Q1 		$613K Sell
18,296
-86
-0.5% -$2.65K 0.01% 955
2023
Q4 		$628K Sell
18,382
-2,305
-11% -$78.6K 0.01% 904
2023
Q3 		$731K Sell
20,687
-4,559
-18% -$161K 0.01% 823
2023
Q2 		$798K Buy
25,246
+6,684
+36% +$195K 0.01% 773
2023
Q1 		$536K Buy
+18,562
New +$561K 0.01% 826

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

Integrated Wealth Concepts's BKR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Baker Hughes (BKR) in Q1 2026: 41,669 shares worth $2.54M. The stake represents 0.02% of the portfolio and ranks #669 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BKR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BKR in Q1 2023 and has held it in 12 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Integrated Wealth Concepts held 41,669 shares of Baker Hughes worth $2.54M as of Q1 2026.
  • Baker Hughes was a new Integrated Wealth Concepts position in Q1 2026.
  • Baker Hughes made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #669 holding.
  • Integrated Wealth Concepts first reported a position in Baker Hughes in Q1 2023 and has held it in 12 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.