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Montgomery Investment Management’s Baker Hughes BKR Stock Holding History

Montgomery 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 		$783K Hold
14,100
– – 0.24% 63
2026
Q1 		$861K Hold
14,100
– – 0.29% 52
2025
Q4 		$642K Hold
14,100
– – 0.23% 60
2025
Q3 		$687K Hold
14,100
– – 0.24% 56
2025
Q2 		$541K Hold
14,100
– – 0.21% 62
2025
Q1 		$620K Hold
14,100
– – 0.25% 55
2024
Q4 		$578K Hold
14,100
– – 0.23% 55
2024
Q3 		$510K Hold
14,100
– – 0.18% 58
2024
Q2 		$496K Hold
14,100
– – 0.2% 60
2024
Q1 		$472K Sell
14,100
-8,600
-38% -$265K 0.18% 60
2023
Q4 		$776K Hold
22,700
– – 0.24% 52
2023
Q3 		$802K Hold
22,700
– – 0.28% 48
2023
Q2 		$718K Hold
22,700
– – 0.24% 50
2023
Q1 		$655K Hold
22,700
– – 0.23% 53
2022
Q4 		$670K Hold
22,700
– – 0.24% 53
2022
Q3 		$476K Hold
22,700
– – 0.2% 55
2022
Q2 		$655K Hold
22,700
– – 0.26% 51
2022
Q1 		$826K Hold
22,700
– – 0.28% 50
2021
Q4 		$546K Hold
22,700
– – 0.18% 60
2021
Q3 		$562K Hold
22,700
– – 0.21% 57
2021
Q2 		$519K Hold
22,700
– – 0.19% 59
2021
Q1 		$491K Buy
22,700
+1,500
+7% +$34.2K 0.19% 61
2020
Q4 		$442K Buy
21,200
+2,000
+10% +$35.1K 0.2% 61
2020
Q3 		$255K Buy
+19,200
New +$294K 0.13% 68

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Montgomery Investment Management held its Baker Hughes (BKR) position steady in Q2 2026 at 14,100 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #63.

Montgomery Investment Management first reported a position in BKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $861K in Q1 2026. 172 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Montgomery Investment Management held 14,100 shares of Baker Hughes worth $783K as of Q2 2026.
  • Montgomery Investment Management left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up 0.24% of Montgomery Investment Management's portfolio in Q2 2026, its #63 holding.
  • Montgomery Investment Management first reported a position in Baker Hughes in Q3 2020 and has held it in 24 quarters since.
  • Montgomery Investment Management's Baker Hughes position peaked at $861K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.