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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
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 $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

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

Mowery & Schoenfeld Wealth Management held its Baker Hughes (BKR) position steady in Q1 2026 at 135 shares worth $8.22K. The position accounts for 0.01% of the portfolio, ranked #236.

Mowery & Schoenfeld 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.

  • Mowery & Schoenfeld Wealth Management held 135 shares of Baker Hughes worth $8.22K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Baker Hughes share count unchanged in Q1 2026.
  • Baker Hughes made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #236 holding.
  • Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.