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Lodestone Wealth Management’s Baxter International BAX Stock Holding History

Lodestone Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Hold
500
– – ﹤0.01% 508
2026
Q1 		$8.4K Sell
500
-500
-50% -$9.68K ﹤0.01% 532
2025
Q4 		$19.1K Buy
+1,000
New +$20K 0.01% 416

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Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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State Street
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GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lodestone Wealth Management's BAX Position: Q2 2026 in Review

Lodestone Wealth Management held its Baxter International (BAX) position steady in Q2 2026 at 500 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Lodestone Wealth Management first reported a position in BAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q4 2025. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Lodestone Wealth Management held 500 shares of Baxter International worth $10.7K as of Q2 2026.
  • Lodestone Wealth Management left its Baxter International share count unchanged in Q2 2026.
  • Baxter International made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Lodestone Wealth Management first reported a position in Baxter International in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Baxter International position peaked at $19.1K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.