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Merewether Investment Management’s Baker Hughes BKR Stock Holding History

Merewether Investment 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
Q2 		$11.7M Buy
210,451
+37,051
+21% +$2.34M 0.22% 71
2026
Q1 		$10.6M Buy
+173,400
New +$10M 0.21% 68
2025
Q4 		– Sell
-2,165,846
Closed -$106M – 78
2025
Q3 		$106M Buy
2,165,846
+1,694,700
+360% +$74.8M 2.52% 15
2025
Q2 		$18.1M Sell
471,146
-205,784
-30% -$7.77M 0.52% 49
2025
Q1 		$29.8M Buy
+676,930
New +$30.2M 1.08% 35
2024
Q1 		– Sell
-2,607,502
Closed -$89.1M – 43
2023
Q4 		$89.1M Buy
2,607,502
+1,529,302
+142% +$52.2M 5.26% 5
2023
Q3 		$38.1M Buy
+1,078,200
New +$38.2M 2.3% 20
2022
Q1 		– Sell
-100,000
Closed -$2.41M – 38
2021
Q4 		$2.41M Buy
+100,000
New +$2.47M 0.26% 34
2021
Q3 		– Sell
-15,197
Closed -$348K – 36
2021
Q2 		$348K Sell
15,197
-681,668
-98% -$15.7M 0.06% 32
2021
Q1 		$15.1M Buy
696,865
+139,983
+25% +$3.19M 2.42% 19
2020
Q4 		$11.6M Buy
+556,882
New +$9.78M 2.99% 13

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

Merewether Investment Management's BKR Position: Q2 2026 in Review

Merewether Investment Management increased its Baker Hughes (BKR) stake by 21% in Q2 2026, buying an estimated $2.34M and bringing the position to 210,451 shares worth $11.7M. The position accounts for 0.22% of the portfolio, ranked #71.

Merewether Investment Management first reported a position in BKR in Q4 2020 and has held it in 11 quarters since. The position peaked at $106M in Q3 2025. 1,146 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Merewether Investment Management held 210,451 shares of Baker Hughes worth $11.7M as of Q2 2026.
  • Merewether Investment Management bought 37,051 Baker Hughes shares in Q2 2026, an estimated $2.34M.
  • Baker Hughes made up 0.22% of Merewether Investment Management's portfolio in Q2 2026, its #71 holding.
  • Merewether Investment Management first reported a position in Baker Hughes in Q4 2020 and has held it in 11 quarters since.
  • Merewether Investment Management's Baker Hughes position peaked at $106M in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.