Wedmont Private Capital’s Baker Hughes BKR Stock Holding History

Wedmont Private 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 Q3	$1.28M	Sell	22,748 -1,230	-5%	-$73.3K	0.03%	319
2026 Q2	$1.38M	Buy	23,978 +2,111	+10%	+$133K	0.04%	272
2026 Q1	$1.38M	Sell	21,867 -311	-1%	-$18K	0.04%	239
2025 Q4	$1.08M	Sell	22,178 -219	-1%	-$10.4K	0.04%	274
2025 Q3	$1.09M	Buy	22,397 +917	+4%	+$40.5K	0.04%	262
2025 Q2	$845K	Buy	21,480 +1,586	+8%	+$59.8K	0.04%	297
2025 Q1	$755K	Buy	19,894 +1,029	+5%	+$45.9K	0.04%	275
2024 Q4	$816K	Buy	18,865 +729	+4%	+$29.4K	0.04%	267
2024 Q3	$688K	Buy	18,136 +1,266	+8%	+$44.5K	0.04%	285
2024 Q2	$582K	Buy	16,870 +739	+5%	+$24.2K	0.04%	309
2024 Q1	$552K	Buy	16,131 +8,415	+109%	+$259K	0.04%	300
2023 Q4	$250K	Buy	7,716 +243	+3%	+$8.29K	0.02%	474
2023 Q3	$260K	Buy	7,473 +1,211	+19%	+$42.9K	0.03%	416
2023 Q2	$215K	Buy	+6,262	New	+$183K	0.02%	456

Other funds holding BKR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's BKR Position: Q3 2026 in Review

Wedmont Private Capital reduced its Baker Hughes (BKR) stake by 5.1% in Q3 2026, selling an estimated $73.3K and leaving 22,748 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #319.

Wedmont Private Capital first reported a position in BKR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2026. 46 funds tracked by Wall St. Rank hold BKR as of Q3 2026.

Wedmont Private Capital held 22,748 shares of Baker Hughes worth $1.28M as of Q3 2026.
Wedmont Private Capital sold 1,230 Baker Hughes shares in Q3 2026, an estimated $73.3K.
Baker Hughes made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #319 holding.
Wedmont Private Capital first reported a position in Baker Hughes in Q2 2023 and has held it in 14 quarters since.
Wedmont Private Capital's Baker Hughes position peaked at $1.38M in Q1 2026.
46 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.