Stiles Financial Services’s Baxter International BAX Stock Holding History

Stiles 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 Q1	$196K	Buy	11,661 +302	+3%	+$5.84K	0.06%	175
2025 Q4	$217K	Sell	11,359 -1,421	-11%	-$28.4K	0.07%	171
2025 Q3	$291K	Sell	12,780 -10,748	-46%	-$273K	0.09%	155
2025 Q2	$712K	Buy	23,528 +277	+1%	+$8.4K	0.25%	93
2025 Q1	$796K	Buy	23,251 +1,469	+7%	+$48K	0.31%	86
2024 Q4	$635K	Buy	21,782 +826	+4%	+$27.8K	0.23%	101
2024 Q3	$796K	Buy	20,956 +12,894	+160%	+$474K	0.28%	86
2024 Q2	$270K	Buy	+8,062	New	+$297K	0.1%	155

Other funds holding BAX

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Stiles Financial Services's BAX Position: Q1 2026 in Review

Stiles Financial Services increased its Baxter International (BAX) stake by 2.7% in Q1 2026, buying an estimated $5.84K and bringing the position to 11,661 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #175.

Stiles Financial Services first reported a position in BAX in Q2 2024 and has held it in 8 quarters since. The position peaked at $796K in Q1 2025. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Stiles Financial Services held 11,661 shares of Baxter International worth $196K as of Q1 2026.
Stiles Financial Services bought 302 Baxter International shares in Q1 2026, an estimated $5.84K.
Baxter International made up 0.06% of Stiles Financial Services's portfolio in Q1 2026, its #175 holding.
Stiles Financial Services first reported a position in Baxter International in Q2 2024 and has held it in 8 quarters since.
Stiles Financial Services's Baxter International position peaked at $796K in Q1 2025.
658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.