Marshall & Sterling Wealth Advisors’s Baker Hughes BKR Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025 Q4	–	Sell	-246	Closed	-$12K	–	373
2025 Q3	$12K	Hold	246	–	–	0.01%	317
2025 Q2	$9.43K	Hold	246	–	–	0.01%	341
2025 Q1	$10.8K	Buy	+246	New	+$11K	0.01%	305

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Marshall & Sterling Wealth Advisors's BKR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 246 shares — an estimated $12K sold.

Marshall & Sterling Wealth Advisors first reported a position in BKR in Q1 2025 and held it in 3 quarters. The position peaked at $12K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 246 Baker Hughes shares in Q4 2025, an estimated $12K.
Marshall & Sterling Wealth Advisors first reported a position in Baker Hughes in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Baker Hughes position peaked at $12K in Q3 2025.
1,013 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.