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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Pinnacle Wealth Planning Services's BAX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Baxter International (BAX) stake by 19% in Q1 2026, selling an estimated $1.82K and leaving 410 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Pinnacle Wealth Planning Services first reported a position in BAX in Q4 2020 and has held it in 4 quarters since. The position peaked at $201K in Q2 2023. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Pinnacle Wealth Planning Services held 410 shares of Baxter International worth $6.89K as of Q1 2026.
Pinnacle Wealth Planning Services sold 94 Baxter International shares in Q1 2026, an estimated $1.82K.
Baxter International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2148 holding.
Pinnacle Wealth Planning Services first reported a position in Baxter International in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Baxter International position peaked at $201K in Q2 2023.
657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.