Valley Wealth Managers’s Baker Hughes BKR Stock Holding History

Valley Wealth Managers’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	$8.85K	Hold	145	–	–	﹤0.01%	280
2025 Q4	$6.6K	Hold	145	–	–	﹤0.01%	300
2025 Q3	$7.06K	Hold	145	–	–	﹤0.01%	271
2025 Q2	$5.56K	Hold	145	–	–	﹤0.01%	261
2025 Q1	$6.37K	Hold	145	–	–	﹤0.01%	288
2024 Q4	$5.95K	Hold	145	–	–	﹤0.01%	310
2024 Q3	$5.24K	Hold	145	–	–	﹤0.01%	317
2024 Q2	$5.1K	Buy	+145	New	+$4.76K	﹤0.01%	307
2022 Q4	–	Sell	-518	Closed	-$14.3K	–	379
2022 Q3	$11K	Sell	518 -568	-52%	-$14.2K	﹤0.01%	314
2022 Q2	$31K	Buy	+1,086	New	+$36.7K	﹤0.01%	280

Other funds holding BKR

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Valley Wealth Managers's BKR Position: Q1 2026 in Review

Valley Wealth Managers held its Baker Hughes (BKR) position steady in Q1 2026 at 145 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Valley Wealth Managers first reported a position in BKR in Q2 2022 and has held it in 10 quarters since. The position peaked at $31K in Q2 2022. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Valley Wealth Managers held 145 shares of Baker Hughes worth $8.85K as of Q1 2026.
Valley Wealth Managers left its Baker Hughes share count unchanged in Q1 2026.
Baker Hughes made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #280 holding.
Valley Wealth Managers first reported a position in Baker Hughes in Q2 2022 and has held it in 10 quarters since.
Valley Wealth Managers's Baker Hughes position peaked at $31K in Q2 2022.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.