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 Q2	$285K	Buy	5,138 +107	+2%	+$6.76K	0.03%	353
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Financial Advisors's BKR Position: Q2 2026 in Review

Legacy Financial Advisors increased its Baker Hughes (BKR) stake by 2.1% in Q2 2026, buying an estimated $6.76K and bringing the position to 5,138 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #353.

Legacy Financial Advisors first reported a position in BKR in Q1 2018 and has held it in 10 quarters since. The position peaked at $307K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Legacy Financial Advisors held 5,138 shares of Baker Hughes worth $285K as of Q2 2026.
Legacy Financial Advisors bought 107 Baker Hughes shares in Q2 2026, an estimated $6.76K.
Baker Hughes made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #353 holding.
Legacy Financial Advisors first reported a position in Baker Hughes in Q1 2018 and has held it in 10 quarters since.
Legacy Financial Advisors's Baker Hughes position peaked at $307K in Q1 2026.
1,152 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.