PWPS
BKR icon

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
Q2 		$154K Buy
2,768
+20
+0.7% +$1.26K 0.01% 649
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 $6.73T AUM 46.02% 1-Year Est. Return
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

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

Pinnacle Wealth Planning Services increased its Baker Hughes (BKR) stake by 0.73% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,768 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #649.

Pinnacle Wealth Planning Services first reported a position in BKR in Q4 2020 and has held it in 4 quarters since. The position peaked at $168K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,768 shares of Baker Hughes worth $154K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20 Baker Hughes shares in Q2 2026, an estimated $1.26K.
  • Baker Hughes made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #649 holding.
  • Pinnacle Wealth Planning Services first reported a position in Baker Hughes in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Baker Hughes position peaked at $168K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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