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LRI Investments’s Baker Hughes BKR Stock Holding History

LRI Investments’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 		$73.5K Buy
1,324
+37
+3% +$2.34K 0.01% 493
2026
Q1 		$78.6K Buy
1,287
+255
+25% +$14.7K 0.01% 454
2025
Q4 		$47K Sell
1,032
-122
-11% -$5.79K ﹤0.01% 558
2025
Q3 		$56.2K Buy
1,154
+122
+12% +$5.38K ﹤0.01% 533
2025
Q2 		$39.6K Buy
1,032
+384
+59% +$14.5K ﹤0.01% 594
2025
Q1 		$28.5K Buy
648
+192
+42% +$8.57K ﹤0.01% 615
2024
Q4 		$18.7K Hold
456
– – ﹤0.01% 679
2024
Q3 		$19.7K Hold
456
– – ﹤0.01% 652
2024
Q2 		$16K Hold
456
– – ﹤0.01% 649
2024
Q1 		$15.3K Buy
+456
New +$14.1K ﹤0.01% 420

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LRI Investments's BKR Position: Q2 2026 in Review

LRI Investments increased its Baker Hughes (BKR) stake by 2.9% in Q2 2026, buying an estimated $2.34K and bringing the position to 1,324 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #493.

LRI Investments first reported a position in BKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $78.6K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • LRI Investments held 1,324 shares of Baker Hughes worth $73.5K as of Q2 2026.
  • LRI Investments bought 37 Baker Hughes shares in Q2 2026, an estimated $2.34K.
  • Baker Hughes made up 0.01% of LRI Investments's portfolio in Q2 2026, its #493 holding.
  • LRI Investments first reported a position in Baker Hughes in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Baker Hughes position peaked at $78.6K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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