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Larry Mathis Financial Planning’s Baker Hughes BKR Stock Holding History

Larry Mathis Financial Planning’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
Q2 		– Sell
-5,621
Closed -$343K – 152
2026
Q1 		$343K Sell
5,621
-138
-2% -$7.98K 0.31% 97
2025
Q4 		$262K Buy
+5,759
New +$273K 0.23% 121

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Larry Mathis Financial Planning's BKR Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 5,621 shares — an estimated $343K sold.

Larry Mathis Financial Planning first reported a position in BKR in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q1 2026. 1,141 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 5,621 Baker Hughes shares in Q2 2026, an estimated $343K.
  • Larry Mathis Financial Planning first reported a position in Baker Hughes in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Baker Hughes position peaked at $343K in Q1 2026.
  • 1,141 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.