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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stack Financial Management's BKR Position: Q1 2026 in Review

Stack Financial Management increased its Baker Hughes (BKR) stake by 0.04% in Q1 2026, buying an estimated $6.71K and bringing the position to 287,391 shares worth $17.5M. The position accounts for 1.29% of the portfolio, ranked #32.

Stack Financial Management first reported a position in BKR in Q1 2025 and has held it in 5 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Stack Financial Management held 287,391 shares of Baker Hughes worth $17.5M as of Q1 2026.
Stack Financial Management bought 116 Baker Hughes shares in Q1 2026, an estimated $6.71K.
Baker Hughes made up 1.29% of Stack Financial Management's portfolio in Q1 2026, its #32 holding.
Stack Financial Management first reported a position in Baker Hughes in Q1 2025 and has held it in 5 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.