SFS
BAX icon

Sowell Financial Services’s Baxter International BAX Stock Holding History

Sowell Financial Services’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
Q2 		$947K Buy
44,398
+3,797
+9% +$70.8K 0.03% 478
2026
Q1 		$682K Sell
40,601
-713
-2% -$13.8K 0.03% 541
2025
Q4 		$790K Buy
41,314
+16,531
+67% +$331K 0.03% 504
2025
Q3 		$564K Buy
24,783
+12,100
+95% +$307K 0.02% 603
2025
Q2 		$384K Buy
12,683
+20
+0.2% +$606 0.02% 695
2025
Q1 		$433K Sell
12,663
-13,895
-52% -$454K 0.02% 620
2024
Q4 		$774K Buy
+26,558
New +$894K 0.04% 352
2023
Q4 		– Sell
-11,099
Closed -$422K – 529
2023
Q3 		$422K Sell
11,099
-12,065
-52% -$514K 0.03% 424
2023
Q2 		$1.06M Buy
23,164
+11,849
+105% +$516K 0.06% 344
2023
Q1 		$459K Sell
11,315
-17,072
-60% -$724K 0.04% 452
2022
Q4 		$1.46M Buy
+28,387
New +$1.52M 0.09% 242
2021
Q2 		– Sell
-4,542
Closed -$398K – 725
2021
Q1 		$398K Buy
4,542
+547
+14% +$43.4K 0.01% 728
2020
Q4 		$321K Sell
3,995
-33
-0.8% -$2.61K 0.01% 669
2020
Q3 		$324K Sell
4,028
-12
-0.3% -$1.01K 0.02% 586
2020
Q2 		$348K Sell
4,040
-14
-0.3% -$1.22K 0.02% 553
2020
Q1 		$329K Sell
4,054
-1,358
-25% -$117K 0.02% 517
2019
Q4 		$453K Buy
5,412
+436
+9% +$36.1K 0.03% 475
2019
Q3 		$435K Buy
+4,976
New +$425K 0.04% 449
2019
Q1 		$451K Sell
5,542
-289
-5% -$21K 0.05% 359
2018
Q4 		$384K Buy
5,831
+309
+6% +$20.8K 0.05% 328
2018
Q3 		$426K Hold
5,522
– – 0.06% 218
2018
Q2 		$390K Sell
5,522
-747
-12% -$52.6K 0.08% 196
2018
Q1 		$442K Sell
6,269
-879
-12% -$59.5K 0.11% 166
2017
Q4 		$495K Buy
7,148
+50
+0.7% +$3.21K 0.12% 159
2017
Q3 		$456K Sell
7,098
-76
-1% -$4.7K 0.12% 151
2017
Q2 		$428K Buy
7,174
+93
+1% +$5.28K 0.12% 152
2017
Q1 		$413K Buy
7,081
+451
+7% +$22.2K 0.12% 156
2016
Q4 		$325K Buy
+6,630
New +$307K 0.11% 146

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's BAX Position: Q2 2026 in Review

Sowell Financial Services increased its Baxter International (BAX) stake by 9.4% in Q2 2026, buying an estimated $70.8K and bringing the position to 44,398 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #478.

Sowell Financial Services first reported a position in BAX in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.46M in Q4 2022. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Sowell Financial Services held 44,398 shares of Baxter International worth $947K as of Q2 2026.
  • Sowell Financial Services bought 3,797 Baxter International shares in Q2 2026, an estimated $70.8K.
  • Baxter International made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #478 holding.
  • Sowell Financial Services first reported a position in Baxter International in Q4 2016 and has held it in 28 quarters since.
  • Sowell Financial Services's Baxter International position peaked at $1.46M in Q4 2022.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.