SWP Investment Management’s Baker Hughes BKR Stock Holding History

SWP Investment 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 Q2	$1.94M	Buy	34,877 +1,300	+4%	+$82.2K	1.34%	42
2026 Q1	$2.05M	Sell	33,577 -21,940	-40%	-$1.27M	1.53%	38
2025 Q4	$2.53M	Buy	55,517 +14,319	+35%	+$679K	1.83%	27
2025 Q3	$2.01M	Sell	41,198 -6,670	-14%	-$294K	1.97%	25
2025 Q2	$1.84M	Buy	47,868 +440	+0.9%	+$16.6K	2.17%	21
2025 Q1	$2.08M	Buy	+47,428	New	+$2.12M	2.6%	5

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SWP Investment Management's BKR Position: Q2 2026 in Review

SWP Investment Management increased its Baker Hughes (BKR) stake by 3.9% in Q2 2026, buying an estimated $82.2K and bringing the position to 34,877 shares worth $1.94M. The position accounts for 1.34% of the portfolio, ranked #42.

SWP Investment Management first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.53M in Q4 2025. 1,141 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

SWP Investment Management held 34,877 shares of Baker Hughes worth $1.94M as of Q2 2026.
SWP Investment Management bought 1,300 Baker Hughes shares in Q2 2026, an estimated $82.2K.
Baker Hughes made up 1.34% of SWP Investment Management's portfolio in Q2 2026, its #42 holding.
SWP Investment Management first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
SWP Investment Management's Baker Hughes position peaked at $2.53M in Q4 2025.
1,141 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.