TwinBeech Capital’s Baker Hughes BKR Stock Holding History

TwinBeech Capital’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	$241K	Sell	4,349 -2,831	-39%	-$179K	0.04%	323
2026 Q1	$438K	Sell	7,180 -11,479	-62%	-$664K	0.05%	380
2025 Q4	$850K	Buy	+18,659	New	+$885K	0.06%	326
2024 Q2	–	Sell	-1,049,624	Closed	-$35.2M	–	544
2024 Q1	$35.2M	Buy	1,049,624 +538,083	+105%	+$16.6M	0.73%	39
2023 Q4	$17.5M	Buy	+511,541	New	+$17.4M	0.28%	105
2023 Q2	–	Sell	-337,142	Closed	-$9.73M	–	611
2023 Q1	$9.73M	Sell	337,142 -33,982	-9%	-$1.03M	0.2%	151
2022 Q4	$11M	Buy	+371,124	New	+$10.2M	0.21%	135
2021 Q3	–	Sell	-23,326	Closed	-$533K	–	582
2021 Q2	$533K	Sell	23,326 -102,174	-81%	-$2.36M	0.06%	295
2021 Q1	$2.71M	Buy	+125,500	New	+$2.86M	0.4%	74
2020 Q3	–	Sell	-72,113	Closed	-$1.11M	–	433
2020 Q2	$1.11M	Buy	+72,113	New	+$1.05M	0.24%	130
2020 Q1	–	Sell	-4,160	Closed	-$107K	–	299
2019 Q4	$107K	Buy	+4,160	New	+$94.6K	0.03%	364

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

TwinBeech Capital's BKR Position: Q2 2026 in Review

TwinBeech Capital reduced its Baker Hughes (BKR) stake by 39% in Q2 2026, selling an estimated $179K and leaving 4,349 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #323.

TwinBeech Capital first reported a position in BKR in Q4 2019 and has held it in 11 quarters since. The position peaked at $35.2M in Q1 2024. 1,146 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

TwinBeech Capital held 4,349 shares of Baker Hughes worth $241K as of Q2 2026.
TwinBeech Capital sold 2,831 Baker Hughes shares in Q2 2026, an estimated $179K.
Baker Hughes made up 0.04% of TwinBeech Capital's portfolio in Q2 2026, its #323 holding.
TwinBeech Capital first reported a position in Baker Hughes in Q4 2019 and has held it in 11 quarters since.
TwinBeech Capital's Baker Hughes position peaked at $35.2M in Q1 2024.
1,146 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.