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Whipplewood Advisors’s Baker Hughes BKR Stock Holding History

Whipplewood 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
Q2 		$3.39K Sell
61
-22
-27% -$1.39K ﹤0.01% 367
2026
Q1 		$5.07K Buy
+83
New +$4.8K ﹤0.01% 614
2025
Q3 		– Sell
-83
Closed -$3.18K – 401
2025
Q2 		$3.18K Sell
83
-11
-12% -$415 ﹤0.01% 788
2025
Q1 		$3.65K Buy
94
+11
+13% +$491 ﹤0.01% 763
2024
Q4 		$3.4K Buy
+83
New +$3.35K ﹤0.01% 775

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Whipplewood Advisors's BKR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Baker Hughes (BKR) stake by 27% in Q2 2026, selling an estimated $1.39K and leaving 61 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Whipplewood Advisors first reported a position in BKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.07K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Whipplewood Advisors held 61 shares of Baker Hughes worth $3.39K as of Q2 2026.
  • Whipplewood Advisors sold 22 Baker Hughes shares in Q2 2026, an estimated $1.39K.
  • Baker Hughes made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #367 holding.
  • Whipplewood Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Baker Hughes position peaked at $5.07K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.