Pinnacle Wealth Planning Services’s Baxter International BAX Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$30.3K	Buy	1,420 +1,010	+246%	+$18.8K	﹤0.01%	1579
2026 Q1	$6.89K	Sell	410 -94	-19%	-$1.82K	﹤0.01%	2148
2025 Q4	$9.63K	Buy	+504	New	+$10.1K	﹤0.01%	2030
2023 Q3	–	Sell	-4,422	Closed	-$201K	–	454
2023 Q2	$201K	Buy	+4,422	New	+$193K	0.03%	388
2021 Q1	–	Sell	-1,781	Closed	-$143K	–	505
2020 Q4	$143K	Buy	+1,781	New	+$141K	0.03%	354

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's BAX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Baxter International (BAX) stake by 246% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,420 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Pinnacle Wealth Planning Services first reported a position in BAX in Q4 2020 and has held it in 5 quarters since. The position peaked at $201K in Q2 2023. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Pinnacle Wealth Planning Services held 1,420 shares of Baxter International worth $30.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,010 Baxter International shares in Q2 2026, an estimated $18.8K.
Baxter International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1579 holding.
Pinnacle Wealth Planning Services first reported a position in Baxter International in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Baxter International position peaked at $201K in Q2 2023.
686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.