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Mowery & Schoenfeld Wealth Management’s Baxter International BAX Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-64
Closed -$1.22K – 370
2025
Q4 		$1.22K Buy
+64
New +$1.28K ﹤0.01% 441
2025
Q1 		– Sell
-83
Closed -$2.42K – 470
2024
Q4 		$2.42K Buy
+83
New +$2.79K ﹤0.01% 381
2024
Q1 		– Sell
-380
Closed -$14.7K – 168
2023
Q4 		$14.7K Buy
+380
New +$13.4K 0.03% 103

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Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BAX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Baxter International (BAX) in Q1 2026, closing a stake of 64 shares — an estimated $1.22K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BAX in Q4 2023 and held it in 3 quarters. The position peaked at $14.7K in Q4 2023. 662 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 64 Baxter International shares in Q1 2026, an estimated $1.22K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Baxter International in Q4 2023 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Baxter International position peaked at $14.7K in Q4 2023.
  • 662 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.