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 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 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

Medallion Wealth Advisors's BKR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Baker Hughes (BKR) position steady in Q1 2026 at 190 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Medallion Wealth Advisors first reported a position in BKR in Q4 2024 and has held it in 6 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Medallion Wealth Advisors held 190 shares of Baker Hughes worth $11.6K as of Q1 2026.
Medallion Wealth Advisors left its Baker Hughes share count unchanged in Q1 2026.
Baker Hughes made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #743 holding.
Medallion Wealth Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 6 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.