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Summit Securities Group’s Baxter International BAX Stock Holding History

Summit Securities Group’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 		$50.3K Sell
2,993
-871
-23% -$16.9K 0.01% 392
2025
Q4 		$73.8K Buy
3,864
+2,978
+336% +$59.6K 0.01% 527
2025
Q3 		$20.2K Buy
886
+541
+157% +$13.7K ﹤0.01% 762
2025
Q2 		$10.4K Buy
+345
New +$10.5K ﹤0.01% 882
2023
Q3 		– Sell
-663
Closed -$30K – 578
2023
Q2 		$30K Sell
663
-328
-33% -$14.3K ﹤0.01% 535
2023
Q1 		$40K Sell
991
-5,411
-85% -$229K ﹤0.01% 470
2022
Q4 		$326K Buy
+6,402
New +$344K 0.01% 334
2022
Q3 		– Sell
-1,055
Closed -$68K – 932
2022
Q2 		$68K Buy
1,055
+850
+415% +$61.7K 0.01% 477
2022
Q1 		$16K Buy
+205
New +$17.2K ﹤0.01% 750
2016
Q1 		– Sell
-5,700
Closed -$217K – 152
2015
Q4 		$217K Buy
5,700
+4,000
+235% +$146K 0.07% 189
2015
Q3 		$56K Sell
1,700
-3,077
-64% -$116K 0.04% 159
2015
Q2 		$181K Buy
+4,777
New +$179K 0.09% 82
2015
Q1 		– Sell
-18,778
Closed -$748K – 396
2014
Q4 		$748K Buy
18,778
+2,025
+12% +$78.9K 0.21% 82
2014
Q3 		$653K Buy
16,753
+6,259
+60% +$254K 0.19% 86
2014
Q2 		$412K Buy
10,494
+9,573
+1,039% +$383K 0.14% 99
2014
Q1 		$37K Sell
921
-11,046
-92% -$413K 0.02% 198
2013
Q4 		$452K Sell
11,967
-3,497
-23% -$127K 0.08% 118
2013
Q3 		$552K Buy
15,464
+12,150
+367% +$472K 0.19% 62
2013
Q2 		$125K Buy
+3,314
New +$127K 0.06% 118

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's BAX Position: Q1 2026 in Review

Summit Securities Group reduced its Baxter International (BAX) stake by 23% in Q1 2026, selling an estimated $16.9K and leaving 2,993 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #392.

Summit Securities Group first reported a position in BAX in Q2 2013 and has held it in 19 quarters since. The position peaked at $748K in Q4 2014. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Summit Securities Group held 2,993 shares of Baxter International worth $50.3K as of Q1 2026.
  • Summit Securities Group sold 871 Baxter International shares in Q1 2026, an estimated $16.9K.
  • Baxter International made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #392 holding.
  • Summit Securities Group first reported a position in Baxter International in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's Baxter International position peaked at $748K in Q4 2014.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.