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Mowery & Schoenfeld Wealth Management’s Baker Hughes BKR Stock Holding History

Mowery & Schoenfeld 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
Q2 		$7.47K Hold
135
– – 0.01% 270
2026
Q1 		$8.22K Hold
135
– – 0.01% 236
2025
Q4 		$6.13K Hold
135
– – 0.01% 303
2025
Q3 		$6.56K Hold
135
– – 0.01% 257
2025
Q2 		$5.16K Hold
135
– – 0.01% 273
2025
Q1 		$5.92K Sell
135
-18
-12% -$803 0.01% 313
2024
Q4 		$6.28K Buy
+153
New +$6.17K 0.01% 281

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's BKR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Baker Hughes (BKR) position steady in Q2 2026 at 135 shares worth $7.47K. The position accounts for 0.01% of the portfolio, ranked #270.

Mowery & Schoenfeld Wealth Management first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.22K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 135 shares of Baker Hughes worth $7.47K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Baker Hughes position peaked at $8.22K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.