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Journey Strategic Wealth’s Baker Hughes BKR Stock Holding History

Journey Strategic Wealth’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 		$548K Buy
8,983
+757
+9% +$43.8K 0.01% 324
2025
Q4 		$375K Buy
8,226
+2,659
+48% +$126K 0.01% 402
2025
Q3 		$271K Buy
+5,567
New +$246K 0.01% 525
2025
Q2 		– Sell
-6,711
Closed -$295K – 666
2025
Q1 		$295K Buy
6,711
+429
+7% +$19.1K 0.01% 337
2024
Q4 		$258K Sell
6,282
-1,551
-20% -$62.6K 0.01% 379
2024
Q3 		$283K Buy
7,833
+1,965
+33% +$69.1K 0.01% 353
2024
Q2 		$206K Buy
+5,868
New +$192K 0.01% 361

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

Journey Strategic Wealth's BKR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Baker Hughes (BKR) stake by 9.2% in Q1 2026, buying an estimated $43.8K and bringing the position to 8,983 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #324.

Journey Strategic Wealth first reported a position in BKR in Q2 2024 and has held it in 7 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Journey Strategic Wealth held 8,983 shares of Baker Hughes worth $548K as of Q1 2026.
  • Journey Strategic Wealth bought 757 Baker Hughes shares in Q1 2026, an estimated $43.8K.
  • Baker Hughes made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #324 holding.
  • Journey Strategic Wealth first reported a position in Baker Hughes in Q2 2024 and has held it in 7 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.