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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
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 $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

Whipplewood Advisors's BKR Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Baker Hughes (BKR) in Q1 2026: 83 shares worth $5.07K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in BKR as recently as Q2 2025.

Whipplewood Advisors first reported a position in BKR in Q4 2024 and has held it in 4 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Whipplewood Advisors held 83 shares of Baker Hughes worth $5.07K as of Q1 2026.
  • Baker Hughes was a new Whipplewood Advisors position in Q1 2026.
  • Baker Hughes made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #614 holding.
  • Whipplewood Advisors first reported a position in Baker Hughes in Q4 2024 and has held it in 4 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.