Winch Advisory Services’s Baker Hughes BKR Stock Holding History

Winch Advisory Services’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	$23.5K	Buy	385 +1	+0.3%	+$58	0.01%	236
2025 Q4	$17.5K	Buy	384 +2	+0.5%	+$95	﹤0.01%	253
2025 Q3	$18.6K	Buy	382 +2	+0.5%	+$88	﹤0.01%	246
2025 Q2	$14.6K	Buy	380 +3	+0.8%	+$113	﹤0.01%	263
2025 Q1	$16.6K	Buy	377 +1	+0.3%	+$45	﹤0.01%	238
2024 Q4	$15.4K	Buy	376 +2	+0.5%	+$81	﹤0.01%	251
2024 Q3	$13.5K	Buy	374 +2	+0.5%	+$70	﹤0.01%	244
2024 Q2	$13.1K	Buy	372 +3	+0.8%	+$98	﹤0.01%	238
2024 Q1	$12.4K	Buy	369 +2	+0.5%	+$62	﹤0.01%	237
2023 Q4	$12.5K	Buy	367 +3	+0.8%	+$102	﹤0.01%	239
2023 Q3	$13K	Buy	364 +2	+0.6%	+$71	﹤0.01%	229
2023 Q2	$11K	Buy	362 +2	+0.6%	+$58	﹤0.01%	240
2023 Q1	$10K	Buy	+360	New	+$10.9K	﹤0.01%	247

Other funds holding BKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Winch Advisory Services's BKR Position: Q1 2026 in Review

Winch Advisory Services increased its Baker Hughes (BKR) stake by 0.26% in Q1 2026, buying an estimated $58 and bringing the position to 385 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #236.

Winch Advisory Services first reported a position in BKR in Q1 2023 and has held it in 13 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Winch Advisory Services held 385 shares of Baker Hughes worth $23.5K as of Q1 2026.
Winch Advisory Services bought 1 Baker Hughes share in Q1 2026, an estimated $58.
Baker Hughes made up 0.01% of Winch Advisory Services's portfolio in Q1 2026, its #236 holding.
Winch Advisory Services first reported a position in Baker Hughes in Q1 2023 and has held it in 13 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.