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Personal CFO Solutions’s Baxter International BAX Stock Holding History

Personal CFO Solutions’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 		$246K Buy
14,637
+112
+0.8% +$2.17K 0.03% 445
2025
Q4 		$278K Buy
14,525
+2,840
+24% +$56.8K 0.04% 397
2025
Q3 		$266K Buy
11,685
+1,592
+16% +$40.4K 0.05% 386
2025
Q2 		$306K Sell
10,093
-821
-8% -$24.9K 0.06% 324
2025
Q1 		$374K Buy
10,914
+946
+9% +$30.9K 0.08% 262
2024
Q4 		$291K Buy
9,968
+375
+4% +$12.6K 0.06% 335
2024
Q3 		$364K Buy
9,593
+557
+6% +$20.5K 0.05% 342
2024
Q2 		$302K Buy
9,036
+663
+8% +$24.4K 0.05% 381
2024
Q1 		$358K Sell
8,373
-22
-0.3% -$894 0.06% 351
2023
Q4 		$325K Buy
8,395
+1,171
+16% +$41.4K 0.06% 355
2023
Q3 		$273K Buy
+7,224
New +$308K 0.05% 343
2020
Q1 		– Sell
-2,791
Closed -$233K – 285
2019
Q4 		$233K Buy
+2,791
New +$231K 0.07% 280

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's BAX Position: Q1 2026 in Review

Personal CFO Solutions increased its Baxter International (BAX) stake by 0.77% in Q1 2026, buying an estimated $2.17K and bringing the position to 14,637 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #445.

Personal CFO Solutions first reported a position in BAX in Q4 2019 and has held it in 12 quarters since. The position peaked at $374K in Q1 2025. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Personal CFO Solutions held 14,637 shares of Baxter International worth $246K as of Q1 2026.
  • Personal CFO Solutions bought 112 Baxter International shares in Q1 2026, an estimated $2.17K.
  • Baxter International made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #445 holding.
  • Personal CFO Solutions first reported a position in Baxter International in Q4 2019 and has held it in 12 quarters since.
  • Personal CFO Solutions's Baxter International position peaked at $374K in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.