Massachusetts Wealth Management BKR BAKER HUGHES COMPANY

Ownership history in Massachusetts Wealth Management  ·  14 quarters on record

AI Ownership Summary

Massachusetts Wealth Management reported BAKER HUGHES COMPANY (BKR) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows BKR at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Massachusetts Wealth Management's position in BAKER HUGHES COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKR was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Massachusetts Wealth Management held BKR — position size vs. price
% of Fund (quarterly)    BKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 28,550 +1,525 +5.6% 0.76% $1.7M 2026-04-15 $60.07
2025 Q4 REDUCED 27,025 -800 -2.9% 0.57% $1.2M 2026-01-26 $56.08
2025 Q3 REDUCED 27,825 -700 -2.5% 0.67% $1.4M 2025-10-21 $46.35
2025 Q2 REDUCED 28,525 -850 -2.9% 0.62% $1.1M 2025-07-23 $44.07
2025 Q1 REDUCED 29,375 -100 -0.3% 0.89% $1.3M 2025-04-17 $38.14
2024 Q4 ADDED 29,475 +20,550 +230.3% 0.75% $1.2M 2025-01-27 $42.48
2024 Q3 REDUCED 8.0% +13.9% 8,925 -775 -8.0% 0.20% $323K 2024-10-23 $35.89
2024 Q2 UNCHANGED 9,700 0% 0.23% $341K 2024-08-01 $36.30
2024 Q1 UNCHANGED 9,700 0% 0.23% $325K 2024-04-19 $31.22
2023 Q4 UNCHANGED 9,700 0% 0.27% $332K 2024-01-25 $28.81
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Massachusetts Wealth Management and BKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Massachusetts Wealth Management reported owning BKR?

Massachusetts Wealth Management reported BKR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BKR position in Massachusetts Wealth Management's portfolio?

The largest reported portfolio weight for BKR was 0.89% in 2025 Q1.

What is the latest reported BKR position on this page?

The most recent filing on this page is 2026 Q1, when Massachusetts Wealth Management reported 28,550 shares, equal to 0.76% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BKR ownership page compare?

The chart compares Massachusetts Wealth Management's quarterly BKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Massachusetts Wealth Management time their BKR position?

Based on 13F filing dates vs. subsequent BKR price moves, Massachusetts Wealth Management correctly timed 0 out of 7 reported position changes (0%). The annualised alpha on BKR relative to SPY over the holding period was +6.4%.

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