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

Legacy Wealth Asset 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
Q3 		$397K Sell
7,231
-49
-0.7% -$2.92K 0.09% 290
2026
Q2 		$404K Sell
7,280
-71
-1% -$4.49K 0.09% 287
2026
Q1 		$449K Buy
7,351
+2
+0% +$116 0.11% 274
2025
Q4 		$335K Sell
7,349
-82
-1% -$3.89K 0.08% 308
2025
Q3 		$362K Sell
7,431
-5,154
-41% -$227K 0.09% 300
2025
Q2 		$483K Sell
12,585
-182
-1% -$6.87K 0.12% 256
2025
Q1 		$561K Sell
12,767
-139
-1% -$6.2K 0.16% 219
2024
Q4 		$529K Sell
12,906
-16
-0.1% -$645 0.14% 229
2024
Q3 		$467K Sell
12,922
-65
-0.5% -$2.28K 0.13% 256
2024
Q2 		$457K Buy
12,987
+608
+5% +$19.9K 0.13% 252
2024
Q1 		$415K Buy
12,379
+58
+0.5% +$1.79K 0.12% 259
2023
Q4 		$421K Buy
12,321
+69
+0.6% +$2.35K 0.14% 251
2023
Q3 		$433K Sell
12,252
-5,779
-32% -$205K 0.16% 232
2023
Q2 		$570K Buy
18,031
+1,046
+6% +$30.5K 0.2% 176
2023
Q1 		$490K Sell
16,985
-38
-0.2% -$1.15K 0.18% 193
2022
Q4 		$503K Sell
17,023
-343
-2% -$9.46K 0.19% 175
2022
Q3 		$364K Sell
17,366
-1,806
-9% -$45.2K 0.16% 231
2022
Q2 		$553K Sell
19,172
-1,110
-5% -$37.5K 0.22% 160
2022
Q1 		$738K Sell
20,282
-6,814
-25% -$207K 0.26% 149
2021
Q4 		$652K Buy
27,096
+2,346
+9% +$57.9K 0.22% 165
2021
Q3 		$612K Buy
24,750
+5,264
+27% +$117K 0.28% 142
2021
Q2 		$446K Buy
19,486
+3,596
+23% +$83K 0.2% 189
2021
Q1 		$343K Sell
15,890
-6,097
-28% -$139K 0.16% 223
2020
Q4 		$458K Buy
+21,987
New +$386K 0.23% 167

Other funds holding BKR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management's BKR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Baker Hughes (BKR) stake by 0.67% in Q3 2026, selling an estimated $2.92K and leaving 7,231 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #290.

Legacy Wealth Asset Management first reported a position in BKR in Q4 2020 and has held it in 24 quarters since. The position peaked at $738K in Q1 2022. 48 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

  • Legacy Wealth Asset Management held 7,231 shares of Baker Hughes worth $397K as of Q3 2026.
  • Legacy Wealth Asset Management sold 49 Baker Hughes shares in Q3 2026, an estimated $2.92K.
  • Baker Hughes made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #290 holding.
  • Legacy Wealth Asset Management first reported a position in Baker Hughes in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Baker Hughes position peaked at $738K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.