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Waverly Advisors’s Baker Hughes BKR Stock Holding History

Waverly Advisors’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 		$319K Buy
+5,219
New +$302K ﹤0.01% 1273
2025
Q2 		– Sell
-8,499
Closed -$374K – 1186
2025
Q1 		$374K Buy
8,499
+477
+6% +$21.3K ﹤0.01% 859
2024
Q4 		$329K Buy
+8,022
New +$324K 0.01% 797
2017
Q4 		– Sell
-6,170
Closed -$226K – 403
2017
Q3 		$226K Buy
+6,170
New +$219K 0.05% 211

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

Waverly Advisors's BKR Position: Q1 2026 in Review

Waverly Advisors opened a new position in Baker Hughes (BKR) in Q1 2026: 5,219 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in BKR as recently as Q1 2025.

Waverly Advisors first reported a position in BKR in Q3 2017 and has held it in 4 quarters since. The position peaked at $374K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Waverly Advisors held 5,219 shares of Baker Hughes worth $319K as of Q1 2026.
  • Baker Hughes was a new Waverly Advisors position in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1273 holding.
  • Waverly Advisors first reported a position in Baker Hughes in Q3 2017 and has held it in 4 quarters since.
  • Waverly Advisors's Baker Hughes position peaked at $374K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.