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Mindset Wealth Management’s Baker Hughes BKR Stock Holding History

Mindset 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 		$1.06M Sell
17,402
-1,617
-9% -$93.5K 0.29% 44
2025
Q4 		$866K Buy
19,019
+276
+1% +$13.1K 0.23% 48
2025
Q3 		$913K Buy
18,743
+2,501
+15% +$110K 0.25% 41
2025
Q2 		$623K Buy
16,242
+1,458
+10% +$55K 0.2% 57
2025
Q1 		$650K Sell
14,784
-38
-0.3% -$1.7K 0.25% 49
2024
Q4 		$608K Buy
+14,822
New +$598K 0.22% 47

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Mindset Wealth Management reduced its Baker Hughes (BKR) stake by 8.5% in Q1 2026, selling an estimated $93.5K and leaving 17,402 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #44.

Mindset Wealth Management 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.

  • Mindset Wealth Management held 17,402 shares of Baker Hughes worth $1.06M as of Q1 2026.
  • Mindset Wealth Management sold 1,617 Baker Hughes shares in Q1 2026, an estimated $93.5K.
  • Baker Hughes made up 0.29% of Mindset Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Mindset Wealth Management 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 Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.