Jeppson Wealth Management’s Baxter International BAX Stock Holding History

Jeppson Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,392	Closed	-$254K	–	226
2025 Q2	$254K	Buy	8,392 +2,395	+40%	+$72.6K	0.09%	183
2025 Q1	$205K	Buy	+5,997	New	+$196K	0.08%	193
2024 Q2	–	Sell	-4,956	Closed	-$212K	–	206
2024 Q1	$212K	Buy	+4,956	New	+$202K	0.08%	191
2023 Q3	–	Sell	-4,521	Closed	-$206K	–	185
2023 Q2	$206K	Buy	+4,521	New	+$197K	0.09%	181
2022 Q3	–	Sell	-3,381	Closed	-$217K	–	196
2022 Q2	$217K	Hold	3,381	–	–	0.09%	171
2022 Q1	$262K	Hold	3,381	–	–	0.12%	140
2021 Q4	$290K	Hold	3,381	–	–	0.14%	125
2021 Q3	$271K	Hold	3,381	–	–	0.14%	122
2021 Q2	$272K	Hold	3,381	–	–	0.15%	122
2021 Q1	$285K	Hold	3,381	–	–	0.17%	109
2020 Q4	$271K	Hold	3,381	–	–	0.18%	107
2020 Q3	$272K	Buy	+3,381	New	+$284K	0.21%	95

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Jeppson Wealth Management's BAX Position: Q3 2025 in Review

Jeppson Wealth Management sold out of Baxter International (BAX) in Q3 2025, closing a stake of 8,392 shares — an estimated $254K sold.

Jeppson Wealth Management first reported a position in BAX in Q3 2020 and held it in 12 quarters. The position peaked at $290K in Q4 2021. 732 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

Jeppson Wealth Management reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
Jeppson Wealth Management sold 8,392 Baxter International shares in Q3 2025, an estimated $254K.
Jeppson Wealth Management first reported a position in Baxter International in Q3 2020 and held it in 12 quarters.
Jeppson Wealth Management's Baxter International position peaked at $290K in Q4 2021.
732 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Jeppson Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.