Stack Financial Management’s Baker Hughes BKR Stock Holding History

Stack Financial 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 Q2	$16M	Buy	287,884 +493	+0.2%	+$31.2K	1.25%	36
2026 Q1	$17.5M	Buy	287,391 +116	+0%	+$6.71K	1.29%	32
2025 Q4	$13.1M	Sell	287,275 -3,687	-1%	-$175K	1%	40
2025 Q3	$14.2M	Buy	290,962 +2,754	+1%	+$122K	1.18%	37
2025 Q2	$11M	Sell	288,208 -5,088	-2%	-$192K	0.98%	40
2025 Q1	$12.9M	Buy	+293,296	New	+$13.1M	1.07%	40

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 $3.38T AUM 44.17% 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

Stack Financial Management's BKR Position: Q2 2026 in Review

Stack Financial Management increased its Baker Hughes (BKR) stake by 0.17% in Q2 2026, buying an estimated $31.2K and bringing the position to 287,884 shares worth $16M. The position accounts for 1.25% of the portfolio, ranked #36.

Stack Financial Management first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Stack Financial Management held 287,884 shares of Baker Hughes worth $16M as of Q2 2026.
Stack Financial Management bought 493 Baker Hughes shares in Q2 2026, an estimated $31.2K.
Baker Hughes made up 1.25% of Stack Financial Management's portfolio in Q2 2026, its #36 holding.
Stack Financial Management first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
Stack Financial Management's Baker Hughes position peaked at $17.5M in Q1 2026.
1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.