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LRI Investments’s Baxter International BAX Stock Holding History

LRI Investments’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 		$256 Sell
12
-2,945
-100% -$54.9K ﹤0.01% 1689
2026
Q1 		$49.7K Sell
2,957
-49
-2% -$948 ﹤0.01% 516
2025
Q4 		$57.4K Buy
3,006
+978
+48% +$19.6K ﹤0.01% 521
2025
Q3 		$46.2K Sell
2,028
-2,814
-58% -$71.4K ﹤0.01% 575
2025
Q2 		$147K Sell
4,842
-277
-5% -$8.4K 0.01% 349
2025
Q1 		$175K Sell
5,119
-95
-2% -$3.11K 0.02% 290
2024
Q4 		$152K Buy
5,214
+3,654
+234% +$123K 0.01% 331
2024
Q3 		$49.5K Buy
1,560
+590
+61% +$21.7K ﹤0.01% 508
2024
Q2 		$32.4K Buy
+970
New +$35.8K ﹤0.01% 536

Other funds holding BAX

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LRI Investments's BAX Position: Q2 2026 in Review

LRI Investments reduced its Baxter International (BAX) stake by 100% in Q2 2026, selling an estimated $54.9K and leaving 12 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

LRI Investments first reported a position in BAX in Q2 2024 and has held it in 9 quarters since. The position peaked at $175K in Q1 2025. 183 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • LRI Investments held 12 shares of Baxter International worth $256 as of Q2 2026.
  • LRI Investments sold 2,945 Baxter International shares in Q2 2026, an estimated $54.9K.
  • Baxter International made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1689 holding.
  • LRI Investments first reported a position in Baxter International in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Baxter International position peaked at $175K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.