Private Wealth Management Group’s Baker Hughes BKR Stock Holding History

Private Wealth Management Group’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	$24.8K	Hold	446	–	–	0.01%	331
2026 Q1	$27.2K	Hold	446	–	–	0.01%	270
2025 Q4	$20.3K	Hold	446	–	–	0.01%	319
2025 Q3	$21.7K	Hold	446	–	–	0.01%	309
2025 Q2	$17.1K	Sell	446 -98	-18%	-$3.7K	0.01%	347
2025 Q1	$23.9K	Sell	544 -78	-13%	-$3.48K	0.01%	262
2024 Q4	$25.5K	Buy	622 +176	+39%	+$7.1K	0.01%	256
2024 Q3	$16.1K	Hold	446	–	–	0.01%	337
2024 Q2	$15.7K	Buy	446 +303	+212%	+$9.94K	0.01%	333
2024 Q1	$4.79K	Sell	143 -66	-32%	-$2.04K	﹤0.01%	634
2023 Q4	$7.14K	Buy	+209	New	+$7.13K	﹤0.01%	494

Other funds holding BKR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Private Wealth Management Group's BKR Position: Q2 2026 in Review

Private Wealth Management Group held its Baker Hughes (BKR) position steady in Q2 2026 at 446 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Private Wealth Management Group first reported a position in BKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Private Wealth Management Group held 446 shares of Baker Hughes worth $24.8K as of Q2 2026.
Private Wealth Management Group left its Baker Hughes share count unchanged in Q2 2026.
Baker Hughes made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #331 holding.
Private Wealth Management Group first reported a position in Baker Hughes in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Baker Hughes position peaked at $27.2K in Q1 2026.
1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.