Legacy Financial Advisors’s Baker Hughes BKR Stock Holding History

Legacy Financial Advisors’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	$307K	Buy	5,031 +121	+2%	+$6.99K	0.04%	320
2025 Q4	$224K	Buy	4,910 +338	+7%	+$16K	0.03%	365
2025 Q3	$223K	Buy	+4,572	New	+$202K	0.03%	384
2025 Q2	–	Sell	-4,905	Closed	-$216K	–	350
2025 Q1	$216K	Buy	+4,905	New	+$219K	0.04%	338
2019 Q2	–	Sell	-101	Closed	-$3K	–	216
2019 Q1	$3K	Buy	101 +71	+237%	+$1.79K	﹤0.01%	845
2018 Q4	$1K	Sell	30 -321	-91%	-$8.2K	﹤0.01%	878
2018 Q3	$11K	Buy	351 +243	+225%	+$8.04K	﹤0.01%	488
2018 Q2	$4K	Sell	108 -1	-0.9%	-$34	﹤0.01%	726
2018 Q1	$3K	Buy	+109	New	+$3.33K	﹤0.01%	705

Other funds holding BKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Financial Advisors's BKR Position: Q1 2026 in Review

Legacy Financial Advisors increased its Baker Hughes (BKR) stake by 2.5% in Q1 2026, buying an estimated $6.99K and bringing the position to 5,031 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #320.

Legacy Financial Advisors first reported a position in BKR in Q1 2018 and has held it in 9 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Legacy Financial Advisors held 5,031 shares of Baker Hughes worth $307K as of Q1 2026.
Legacy Financial Advisors bought 121 Baker Hughes shares in Q1 2026, an estimated $6.99K.
Baker Hughes made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #320 holding.
Legacy Financial Advisors first reported a position in Baker Hughes in Q1 2018 and has held it in 9 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.