Massachusetts Wealth Management’s Baker Hughes BKR Stock Holding History

Massachusetts Wealth Management’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	$1.74M	Buy	28,550 +1,525	+6%	+$88.2K	0.76%	51
2025 Q4	$1.23M	Sell	27,025 -800	-3%	-$37.9K	0.57%	64
2025 Q3	$1.36M	Sell	27,825 -700	-2%	-$30.9K	0.67%	60
2025 Q2	$1.09M	Sell	28,525 -850	-3%	-$32.1K	0.62%	63
2025 Q1	$1.29M	Sell	29,375 -100	-0.3%	-$4.46K	0.89%	46
2024 Q4	$1.21M	Buy	29,475 +20,550	+230%	+$829K	0.75%	56
2024 Q3	$323K	Sell	8,925 -775	-8%	-$27.2K	0.2%	81
2024 Q2	$341K	Hold	9,700	–	–	0.23%	81
2024 Q1	$325K	Hold	9,700	–	–	0.23%	82
2023 Q4	$332K	Hold	9,700	–	–	0.27%	81
2023 Q3	$343K	Hold	9,700	–	–	0.31%	76
2023 Q2	$307K	Hold	9,700	–	–	0.29%	75
2023 Q1	$280K	Hold	9,700	–	–	0.29%	74
2022 Q4	$308K	Buy	+9,700	New	+$268K	0.3%	72

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

Massachusetts Wealth Management's BKR Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Baker Hughes (BKR) stake by 5.6% in Q1 2026, buying an estimated $88.2K and bringing the position to 28,550 shares worth $1.74M. The position accounts for 0.76% of the portfolio, ranked #51.

Massachusetts Wealth Management first reported a position in BKR in Q4 2022 and has held it in 14 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Massachusetts Wealth Management held 28,550 shares of Baker Hughes worth $1.74M as of Q1 2026.
Massachusetts Wealth Management bought 1,525 Baker Hughes shares in Q1 2026, an estimated $88.2K.
Baker Hughes made up 0.76% of Massachusetts Wealth Management's portfolio in Q1 2026, its #51 holding.
Massachusetts Wealth Management first reported a position in Baker Hughes in Q4 2022 and has held it in 14 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.