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Whalen Wealth Management’s Baker Hughes BKR Stock Holding History

Whalen Wealth Management’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 		$285K Sell
4,665
-1,657
-26% -$95.8K 0.15% 158
2025
Q4 		$288K Buy
6,322
+33
+0.5% +$1.56K 0.15% 165
2025
Q3 		$306K Buy
+6,289
New +$277K 0.18% 130
2025
Q2 		– Sell
-12,384
Closed -$544K – 202
2025
Q1 		$544K Buy
+12,384
New +$553K 0.36% 56

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

Whalen Wealth Management's BKR Position: Q1 2026 in Review

Whalen Wealth Management reduced its Baker Hughes (BKR) stake by 26% in Q1 2026, selling an estimated $95.8K and leaving 4,665 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #158.

Whalen Wealth Management first reported a position in BKR in Q1 2025 and has held it in 4 quarters since. The position peaked at $544K in Q1 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Whalen Wealth Management held 4,665 shares of Baker Hughes worth $285K as of Q1 2026.
  • Whalen Wealth Management sold 1,657 Baker Hughes shares in Q1 2026, an estimated $95.8K.
  • Baker Hughes made up 0.15% of Whalen Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Whalen Wealth Management first reported a position in Baker Hughes in Q1 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Baker Hughes position peaked at $544K in Q1 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.