Mascoma Wealth Management’s Baxter International BAX Stock Holding History

Mascoma Wealth Management’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	–	Sell	-592	Closed	-$11.3K	–	519
2025 Q4	$11.3K	Hold	592	–	–	﹤0.01%	305
2025 Q3	$13.5K	Hold	592	–	–	﹤0.01%	297
2025 Q2	$17.9K	Hold	592	–	–	﹤0.01%	271
2025 Q1	$20.3K	Hold	592	–	–	0.01%	261
2024 Q4	$17.3K	Hold	592	–	–	﹤0.01%	286
2024 Q3	$22.5K	Hold	592	–	–	0.01%	254
2024 Q2	$19.8K	Sell	592 -30	-5%	-$1.11K	0.01%	272
2024 Q1	$26.6K	Hold	622	–	–	0.01%	236
2023 Q4	$24K	Hold	622	–	–	0.01%	253
2023 Q3	$23.5K	Hold	622	–	–	0.01%	259
2023 Q2	$26.6K	Hold	622	–	–	0.01%	243
2023 Q1	$29.7K	Hold	622	–	–	0.01%	292
2022 Q4	$31.7K	Hold	622	–	–	0.01%	283
2022 Q3	$34K	Hold	622	–	–	0.01%	280
2022 Q2	$40K	Hold	622	–	–	0.01%	268
2022 Q1	$48K	Hold	622	–	–	0.02%	262
2021 Q4	$53K	Hold	622	–	–	0.02%	215
2021 Q3	$50K	Buy	+622	New	+$49.2K	0.02%	208
2021 Q2	–	Sell	-622	Closed	-$52K	–	131
2021 Q1	$52K	Buy	+622	New	+$49.4K	0.02%	201
2019 Q3	–	Sell	-622	Closed	-$51K	–	102
2019 Q2	$51K	Hold	622	–	–	0.03%	159
2019 Q1	$51K	Buy	622 +592	+1,973%	+$43.1K	0.03%	150
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	341
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	361
2018 Q2	$2K	Buy	+30	New	+$2.11K	﹤0.01%	358

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

Mascoma Wealth Management's BAX Position: Q1 2026 in Review

Mascoma Wealth Management sold out of Baxter International (BAX) in Q1 2026, closing a stake of 592 shares — an estimated $11.3K sold.

Mascoma Wealth Management first reported a position in BAX in Q2 2018 and held it in 24 quarters. The position peaked at $53K in Q4 2021. 662 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Mascoma Wealth Management reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 592 Baxter International shares in Q1 2026, an estimated $11.3K.
Mascoma Wealth Management first reported a position in Baxter International in Q2 2018 and held it in 24 quarters.
Mascoma Wealth Management's Baxter International position peaked at $53K in Q4 2021.
662 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.