Marathon Asset Management (UK)’s Baker Hughes BKR Stock Holding History

Marathon Asset Management (UK)’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 Q1	$16.8M	Buy	274,587 +32,608	+13%	+$1.88M	0.64%	49
2025 Q4	$11M	Sell	241,979 -23,515	-9%	-$1.12M	0.42%	61
2025 Q3	$12.9M	Sell	265,494 -94,974	-26%	-$4.19M	0.48%	56
2025 Q2	$13.8M	Sell	360,468 -5,097	-1%	-$192K	0.44%	59
2025 Q1	$16.1M	Sell	365,565 -91,262	-20%	-$4.07M	0.49%	52
2024 Q4	$18.7M	Sell	456,827 -163,741	-26%	-$6.6M	0.52%	51
2024 Q3	$22.4M	Sell	620,568 -71,826	-10%	-$2.52M	0.62%	50
2024 Q2	$24.4M	Sell	692,394 -45,526	-6%	-$1.49M	0.76%	45
2024 Q1	$24.7M	Sell	737,920 -55,731	-7%	-$1.72M	0.66%	53
2023 Q4	$27.1M	Sell	793,651 -26,032	-3%	-$888K	0.76%	53
2023 Q3	$29M	Sell	819,683 -235,086	-22%	-$8.32M	0.9%	43
2023 Q2	$33.3M	Sell	1,054,769 -118,258	-10%	-$3.45M	0.94%	41
2023 Q1	$33.9M	Sell	1,173,027 -183,785	-14%	-$5.56M	0.95%	40
2022 Q4	$40.1M	Buy	1,356,812 +110,786	+9%	+$3.06M	1.08%	34
2022 Q3	$26.1M	Sell	1,246,026 -1,034,726	-45%	-$25.9M	0.78%	58
2022 Q2	$65.8M	Sell	2,280,752 -128,471	-5%	-$4.34M	1.1%	42
2022 Q1	$87.7M	Sell	2,409,223 -192,174	-7%	-$5.83M	1.19%	36
2021 Q4	$62.6M	Buy	+2,601,397	New	+$64.2M	0.78%	57

Other funds holding BKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marathon Asset Management (UK)'s BKR Position: Q1 2026 in Review

Marathon Asset Management (UK) increased its Baker Hughes (BKR) stake by 13% in Q1 2026, buying an estimated $1.88M and bringing the position to 274,587 shares worth $16.8M. The position accounts for 0.64% of the portfolio, ranked #49.

Marathon Asset Management (UK) first reported a position in BKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $87.7M in Q1 2022. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Marathon Asset Management (UK) held 274,587 shares of Baker Hughes worth $16.8M as of Q1 2026.
Marathon Asset Management (UK) bought 32,608 Baker Hughes shares in Q1 2026, an estimated $1.88M.
Baker Hughes made up 0.64% of Marathon Asset Management (UK)'s portfolio in Q1 2026, its #49 holding.
Marathon Asset Management (UK) first reported a position in Baker Hughes in Q4 2021 and has held it in 18 quarters since.
Marathon Asset Management (UK)'s Baker Hughes position peaked at $87.7M in Q1 2022.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.