Mark Sheptoff Financial Planning’s Baxter International BAX Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$1.68K	Hold	100	–	–	﹤0.01%	481
2025 Q4	$1.91K	Hold	100	–	–	﹤0.01%	478
2025 Q3	$2.28K	Hold	100	–	–	﹤0.01%	446
2025 Q2	$3.03K	Hold	100	–	–	﹤0.01%	437
2025 Q1	$3.42K	Hold	100	–	–	﹤0.01%	395
2024 Q4	$2.92K	Hold	100	–	–	﹤0.01%	390
2024 Q3	$3.8K	Hold	100	–	–	﹤0.01%	380
2024 Q2	$3.35K	Hold	100	–	–	﹤0.01%	377
2024 Q1	$4.27K	Hold	100	–	–	﹤0.01%	339
2023 Q4	$3.87K	Hold	100	–	–	﹤0.01%	339
2023 Q3	$3.77K	Hold	100	–	–	﹤0.01%	320
2023 Q2	$4.56K	Hold	100	–	–	﹤0.01%	320
2023 Q1	$4.06K	Hold	100	–	–	﹤0.01%	316
2022 Q4	$5.1K	Hold	100	–	–	﹤0.01%	311
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	287
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	288
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	309
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	323
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	316
2021 Q2	$8K	Sell	100 -260	-72%	-$21.8K	﹤0.01%	338
2021 Q1	$30K	Hold	360	–	–	0.02%	202
2020 Q4	$29K	Hold	360	–	–	0.02%	192
2020 Q3	$29K	Hold	360	–	–	0.02%	171
2020 Q2	$31K	Hold	360	–	–	0.02%	173
2020 Q1	$29K	Hold	360	–	–	0.02%	163
2019 Q4	$30K	Hold	360	–	–	0.02%	185
2019 Q3	$31K	Hold	360	–	–	0.02%	178
2019 Q2	$29K	Hold	360	–	–	0.02%	191
2019 Q1	$29K	Hold	360	–	–	0.02%	185
2018 Q4	$24K	Hold	360	–	–	0.02%	180
2018 Q3	$28K	Hold	360	–	–	0.02%	205
2018 Q2	$27K	Hold	360	–	–	0.02%	204
2018 Q1	$23K	Hold	360	–	–	0.02%	220
2017 Q4	$23K	Hold	360	–	–	0.02%	228
2017 Q3	$23K	Hold	360	–	–	0.02%	226
2017 Q2	$22K	Sell	360 -1	-0.3%	-$57	0.02%	220
2017 Q1	$19K	Buy	361 +1	+0.3%	+$49	0.01%	230
2016 Q4	$16K	Hold	360	–	–	0.01%	237
2016 Q3	$17K	Buy	+360	New	+$17K	0.01%	227
2015 Q3	–	Sell	-17,213	Closed	-$654K	–	401
2015 Q2	$654K	Sell	17,213 -369	-2%	-$13.8K	0.53%	52
2015 Q1	$654K	Buy	17,582 +369	+2%	+$14K	0.55%	51
2014 Q4	$685K	Hold	17,213	–	–	0.61%	50
2014 Q3	$671K	Sell	17,213 -1,381	-7%	-$56.1K	0.59%	49
2014 Q2	$730K	Buy	18,594 +3,774	+25%	+$151K	0.62%	48
2014 Q1	$592K	Buy	+14,820	New	+$554K	0.52%	54

Other funds holding BAX

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Mark Sheptoff Financial Planning's BAX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Baxter International (BAX) position steady in Q1 2026 at 100 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Mark Sheptoff Financial Planning first reported a position in BAX in Q1 2014 and has held it in 45 quarters since. The position peaked at $730K in Q2 2014. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of Baxter International worth $1.68K as of Q1 2026.
Mark Sheptoff Financial Planning left its Baxter International share count unchanged in Q1 2026.
Baxter International made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #481 holding.
Mark Sheptoff Financial Planning first reported a position in Baxter International in Q1 2014 and has held it in 45 quarters since.
Mark Sheptoff Financial Planning's Baxter International position peaked at $730K in Q2 2014.
658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.