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Legacy Capital Wealth Management’s Baker Hughes BKR Stock Holding History

Legacy Capital Wealth Management’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 		$267K Sell
4,814
-623
-11% -$39.4K 0.12% 64
2026
Q1 		$332K Hold
5,437
– – 0.19% 57
2025
Q4 		$248K Buy
+5,437
New +$258K 0.15% 59

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Vanguard Capital Management
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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

Legacy Capital Wealth Management's BKR Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Baker Hughes (BKR) stake by 11% in Q2 2026, selling an estimated $39.4K and leaving 4,814 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #64.

Legacy Capital Wealth Management first reported a position in BKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Legacy Capital Wealth Management held 4,814 shares of Baker Hughes worth $267K as of Q2 2026.
  • Legacy Capital Wealth Management sold 623 Baker Hughes shares in Q2 2026, an estimated $39.4K.
  • Baker Hughes made up 0.12% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Legacy Capital Wealth Management first reported a position in Baker Hughes in Q4 2025 and has held it in 3 quarters since.
  • Legacy Capital Wealth Management's Baker Hughes position peaked at $332K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.