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SHP Wealth Management’s Baker Hughes BKR Stock Holding History

SHP Wealth Management’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 		$22.5K Buy
369
+60
+19% +$3.47K ﹤0.01% 697
2025
Q4 		$14.1K Buy
+309
New +$14.7K ﹤0.01% 752

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's BKR Position: Q1 2026 in Review

SHP Wealth Management increased its Baker Hughes (BKR) stake by 19% in Q1 2026, buying an estimated $3.47K and bringing the position to 369 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

SHP Wealth Management first reported a position in BKR in Q4 2025 and has held it in 2 quarters since. 1,154 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • SHP Wealth Management held 369 shares of Baker Hughes worth $22.5K as of Q1 2026.
  • SHP Wealth Management bought 60 Baker Hughes shares in Q1 2026, an estimated $3.47K.
  • Baker Hughes made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #697 holding.
  • SHP Wealth Management first reported a position in Baker Hughes in Q4 2025 and has held it in 2 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.