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Medallion Wealth Advisors’s Baker Hughes BKR Stock Holding History

Medallion 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
2026
Q2 		$111 Sell
2
-188
-99% -$11.9K ﹤0.01% 1134
2026
Q1 		$11.6K Hold
190
– – ﹤0.01% 743
2025
Q4 		$8.65K Hold
190
– – ﹤0.01% 770
2025
Q3 		$9.26K Hold
190
– – ﹤0.01% 757
2025
Q2 		$7.29K Hold
190
– – ﹤0.01% 782
2025
Q1 		$8.35K Hold
190
– – ﹤0.01% 716
2024
Q4 		$8.35K Buy
+190
New +$7.66K ﹤0.01% 690

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Medallion Wealth Advisors's BKR Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Baker Hughes (BKR) stake by 99% in Q2 2026, selling an estimated $11.9K and leaving 2 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Medallion Wealth Advisors first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of Baker Hughes worth $111 as of Q2 2026.
  • Medallion Wealth Advisors sold 188 Baker Hughes shares in Q2 2026, an estimated $11.9K.
  • Baker Hughes made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1134 holding.
  • Medallion Wealth Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Baker Hughes position peaked at $11.6K in Q1 2026.
  • 1,152 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.