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Mount Yale Investment Advisors’s Baker Hughes BKR Stock Holding History

Mount Yale Investment 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 		$300K Buy
+4,906
New +$284K 0.01% 887
2025
Q3 		– Sell
-5,708
Closed -$219K – 777
2025
Q2 		$219K Buy
+5,708
New +$215K 0.02% 535

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

Mount Yale Investment Advisors's BKR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Baker Hughes (BKR) in Q1 2026: 4,906 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BKR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BKR in Q2 2025 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Mount Yale Investment Advisors held 4,906 shares of Baker Hughes worth $300K as of Q1 2026.
  • Baker Hughes was a new Mount Yale Investment Advisors position in Q1 2026.
  • Baker Hughes made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #887 holding.
  • Mount Yale Investment Advisors first reported a position in Baker Hughes in Q2 2025 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.