NewEdge Wealth’s Baker Hughes BKR Stock Holding History

NewEdge Wealth’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	$733K	Buy	12,007 +3,055	+34%	+$177K	0.01%	704
2025 Q4	$408K	Buy	+8,952	New	+$425K	﹤0.01%	913
2025 Q2	–	Sell	-65,904	Closed	-$2.9M	–	968
2025 Q1	$2.9M	Buy	65,904 +2,899	+5%	+$129K	0.05%	277
2024 Q4	$2.58M	Buy	+63,005	New	+$2.54M	0.04%	302
2021 Q4	–	Sell	-10,646	Closed	-$263K	–	396
2021 Q3	$263K	Buy	+10,646	New	+$237K	0.02%	255

Other funds holding BKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NewEdge Wealth's BKR Position: Q1 2026 in Review

NewEdge Wealth increased its Baker Hughes (BKR) stake by 34% in Q1 2026, buying an estimated $177K and bringing the position to 12,007 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #704.

NewEdge Wealth first reported a position in BKR in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.9M in Q1 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

NewEdge Wealth held 12,007 shares of Baker Hughes worth $733K as of Q1 2026.
NewEdge Wealth bought 3,055 Baker Hughes shares in Q1 2026, an estimated $177K.
Baker Hughes made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #704 holding.
NewEdge Wealth first reported a position in Baker Hughes in Q3 2021 and has held it in 5 quarters since.
NewEdge Wealth's Baker Hughes position peaked at $2.9M in Q1 2025.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.