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 Q2	$10.4M	Sell	186,527 -88,060	-32%	-$5.57M	0.42%	62
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Marathon Asset Management (UK)'s BKR Position: Q2 2026 in Review

Marathon Asset Management (UK) reduced its Baker Hughes (BKR) stake by 32% in Q2 2026, selling an estimated $5.57M and leaving 186,527 shares worth $10.4M. The position accounts for 0.42% of the portfolio, ranked #62.

Marathon Asset Management (UK) first reported a position in BKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $87.7M in Q1 2022. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Marathon Asset Management (UK) held 186,527 shares of Baker Hughes worth $10.4M as of Q2 2026.
Marathon Asset Management (UK) sold 88,060 Baker Hughes shares in Q2 2026, an estimated $5.57M.
Baker Hughes made up 0.42% of Marathon Asset Management (UK)'s portfolio in Q2 2026, its #62 holding.
Marathon Asset Management (UK) first reported a position in Baker Hughes in Q4 2021 and has held it in 19 quarters since.
Marathon Asset Management (UK)'s Baker Hughes position peaked at $87.7M in Q1 2022.
1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.