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Pension & Wealth Management Advisors’s Baker Hughes BKR Stock Holding History

Pension & Wealth Management 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
Q2 		– Sell
-200
Closed -$12.2K – 547
2026
Q1 		$12.2K Hold
200
– – ﹤0.01% 387
2025
Q4 		$9.11K Buy
+200
New +$9.48K ﹤0.01% 417
2024
Q2 		– Sell
-4,967
Closed -$166K – 364
2024
Q1 		$166K Buy
+4,967
New +$153K 0.11% 105

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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 $3.37T AUM 44.26% 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

Pension & Wealth Management Advisors's BKR Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 200 shares — an estimated $12.2K sold.

Pension & Wealth Management Advisors first reported a position in BKR in Q1 2024 and held it in 3 quarters. The position peaked at $166K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 200 Baker Hughes shares in Q2 2026, an estimated $12.2K.
  • Pension & Wealth Management Advisors first reported a position in Baker Hughes in Q1 2024 and held it in 3 quarters.
  • Pension & Wealth Management Advisors's Baker Hughes position peaked at $166K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.