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Strategic Wealth Partners’s Baker Hughes BKR Stock Holding History

Strategic Wealth Partners’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 		$10.6M Sell
173,239
-44,993
-21% -$2.6M 0.73% 48
2025
Q4 		$9.94M Buy
218,232
+22,043
+11% +$1.05M 0.68% 48
2025
Q3 		$9.55M Sell
196,189
-32,800
-14% -$1.45M 0.71% 45
2025
Q2 		$8.78M Buy
+228,989
New +$8.64M 0.69% 49
2024
Q4 		$10.7M Buy
231,188
+25,561
+12% +$1.03M 0.88% 33
2024
Q3 		$7.43M Buy
205,627
+54,312
+36% +$1.91M 0.71% 48
2024
Q2 		$5.32M Buy
151,315
+61,442
+68% +$2.02M 0.56% 63
2024
Q1 		$3.01M Sell
89,873
-57,046
-39% -$1.76M 0.33% 86
2023
Q4 		$5.02M Buy
146,919
+36,761
+33% +$1.25M 0.62% 56
2023
Q3 		$3.89M Buy
110,158
+6,346
+6% +$225K 0.51% 52
2023
Q2 		$3.28M Buy
103,812
+3,712
+4% +$108K 0.42% 70
2023
Q1 		$2.89M Buy
100,100
+8,144
+9% +$246K 0.44% 64
2022
Q4 		$2.72M Buy
91,956
+10,281
+13% +$284K 0.5% 56
2022
Q3 		$1.71M Buy
81,675
+30,408
+59% +$761K 0.36% 95
2022
Q2 		$1.48M Sell
51,267
-33,176
-39% -$1.12M 0.32% 96
2022
Q1 		$3.08M Buy
84,443
+11,179
+15% +$339K 0.6% 48
2021
Q4 		$1.76M Buy
73,264
+13,491
+23% +$333K 0.33% 99
2021
Q3 		$1.48M Buy
59,773
+38,286
+178% +$853K 0.43% 64
2021
Q2 		$491K Sell
21,487
-66
-0.3% -$1.52K 0.16% 155
2021
Q1 		$466K Buy
+21,553
New +$491K 0.19% 126
2020
Q2 		– Sell
-12,084
Closed -$310K – 136
2020
Q1 		$310K Hold
12,084
– – 0.16% 108
2019
Q4 		$310K Buy
+12,084
New +$275K 0.16% 108

Other funds holding BKR

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

Strategic Wealth Partners's BKR Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Baker Hughes (BKR) stake by 21% in Q1 2026, selling an estimated $2.6M and leaving 173,239 shares worth $10.6M. The position accounts for 0.73% of the portfolio, ranked #48.

Strategic Wealth Partners first reported a position in BKR in Q4 2019 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2024. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Strategic Wealth Partners held 173,239 shares of Baker Hughes worth $10.6M as of Q1 2026.
  • Strategic Wealth Partners sold 44,993 Baker Hughes shares in Q1 2026, an estimated $2.6M.
  • Baker Hughes made up 0.73% of Strategic Wealth Partners's portfolio in Q1 2026, its #48 holding.
  • Strategic Wealth Partners first reported a position in Baker Hughes in Q4 2019 and has held it in 22 quarters since.
  • Strategic Wealth Partners's Baker Hughes position peaked at $10.7M in Q4 2024.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.