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Sage Mountain Advisors’s Baker Hughes BKR Stock Holding History

Sage Mountain Advisors’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 		– Sell
-7,278
Closed -$331K – 323
2025
Q4 		$331K Buy
7,278
+60
+0.8% +$2.85K 0.02% 364
2025
Q3 		$352K Buy
7,218
+1,405
+24% +$62K 0.02% 343
2025
Q2 		$223K Buy
5,813
+541
+10% +$20.4K 0.01% 394
2025
Q1 		$232K Sell
5,272
-1,168
-18% -$52.1K 0.02% 349
2024
Q4 		$264K Buy
+6,440
New +$260K 0.02% 327

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

Sage Mountain Advisors's BKR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 7,278 shares — an estimated $331K sold.

Sage Mountain Advisors first reported a position in BKR in Q4 2024 and held it in 5 quarters. The position peaked at $352K in Q3 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,278 Baker Hughes shares in Q1 2026, an estimated $331K.
  • Sage Mountain Advisors first reported a position in Baker Hughes in Q4 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's Baker Hughes position peaked at $352K in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.