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Summit Financial’s Baker Hughes BKR Stock Holding History

Summit Financial’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 		$335K Buy
5,490
+6
+0.1% +$347 ﹤0.01% 1142
2025
Q4 		$250K Buy
5,484
+66
+1% +$3.13K ﹤0.01% 1154
2025
Q3 		$264K Sell
5,418
-118
-2% -$5.21K ﹤0.01% 1103
2025
Q2 		$212K Buy
+5,536
New +$209K ﹤0.01% 773
2025
Q1 		– Sell
-5,197
Closed -$213K – 712
2024
Q4 		$213K Buy
+5,197
New +$210K 0.01% 611

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

Summit Financial's BKR Position: Q1 2026 in Review

Summit Financial increased its Baker Hughes (BKR) stake by 0.11% in Q1 2026, buying an estimated $347 and bringing the position to 5,490 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Summit Financial first reported a position in BKR in Q4 2024 and has held it in 5 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Summit Financial held 5,490 shares of Baker Hughes worth $335K as of Q1 2026.
  • Summit Financial bought 6 Baker Hughes shares in Q1 2026, an estimated $347.
  • Baker Hughes made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1142 holding.
  • Summit Financial first reported a position in Baker Hughes in Q4 2024 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.