WIM
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Westside Investment Management’s Baxter International BAX Stock Holding History

Westside Investment Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-228
Closed -$7.12K – 1387
2025
Q2 		$7.12K Buy
+228
New +$6.91K ﹤0.01% 1067
2019
Q2 		$8 Buy
+100
New +$7.76K ﹤0.01% 496
2018
Q4 		$14.5K Buy
+220
New +$14.8K 0.01% 408
2018
Q3 		– Sell
-773
Closed -$57K – 731
2018
Q2 		$57K Sell
773
-25
-3% -$1.76K 0.02% 281
2018
Q1 		$50.6K Buy
798
+23
+3% +$1.56K 0.03% 282
2017
Q4 		$53.7K Hold
775
– – 0.03% 275
2017
Q3 		$47.6K Buy
775
+12
+2% +$741 0.03% 275
2017
Q2 		$46.2K Buy
763
+82
+12% +$4.66K 0.03% 271
2017
Q1 		$35.8K Buy
681
+100
+17% +$4.92K 0.02% 284
2016
Q4 		$27.3K Buy
+581
New +$26.9K 0.02% 244

Other funds holding BAX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return