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Pinnacle Wealth Planning Services’s Baker Hughes BKR Stock Holding History

Pinnacle Wealth Planning Services’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 		$168K Sell
2,748
-3
-0.1% -$173 0.02% 543
2025
Q4 		$125K Buy
+2,751
New +$130K 0.01% 669
2021
Q1 		– Sell
-2,567
Closed -$54K – 547
2020
Q4 		$54K Buy
+2,567
New +$45.1K 0.01% 755

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Baker Hughes (BKR) stake by 0.11% in Q1 2026, selling an estimated $173 and leaving 2,748 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #543.

Pinnacle Wealth Planning Services first reported a position in BKR in Q4 2020 and has held it in 3 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,748 shares of Baker Hughes worth $168K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3 Baker Hughes shares in Q1 2026, an estimated $173.
  • Baker Hughes made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #543 holding.
  • Pinnacle Wealth Planning Services first reported a position in Baker Hughes in Q4 2020 and has held it in 3 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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