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Private Wealth Management Group’s Baxter International BAX Stock Holding History

Private Wealth Management Group’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 		$2.27K Sell
135
-263
-66% -$5.09K ﹤0.01% 1044
2025
Q4 		$7.61K Buy
398
+368
+1,227% +$7.36K ﹤0.01% 606
2025
Q3 		$684 Sell
30
-66
-69% -$1.67K ﹤0.01% 1371
2025
Q2 		$2.91K Buy
96
+48
+100% +$1.46K ﹤0.01% 968
2025
Q1 		$1.64K Buy
+48
New +$1.57K ﹤0.01% 1117
2024
Q4 		– Sell
-46
Closed -$1.75K – 1515
2024
Q3 		$1.75K Hold
46
– – ﹤0.01% 1118
2024
Q2 		$1.54K Buy
46
+20
+77% +$737 ﹤0.01% 1148
2024
Q1 		$1.11K Hold
26
– – ﹤0.01% 1224
2023
Q4 		$1.01K Buy
+26
New +$920 ﹤0.01% 1266

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

Private Wealth Management Group's BAX Position: Q1 2026 in Review

Private Wealth Management Group reduced its Baxter International (BAX) stake by 66% in Q1 2026, selling an estimated $5.09K and leaving 135 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Private Wealth Management Group first reported a position in BAX in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.61K in Q4 2025. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Private Wealth Management Group held 135 shares of Baxter International worth $2.27K as of Q1 2026.
  • Private Wealth Management Group sold 263 Baxter International shares in Q1 2026, an estimated $5.09K.
  • Baxter International made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1044 holding.
  • Private Wealth Management Group first reported a position in Baxter International in Q4 2023 and has held it in 9 quarters since.
  • Private Wealth Management Group's Baxter International position peaked at $7.61K in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.