BAX — BAXTER INTERNATIONAL INC.

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in BAXTER INTERNATIONAL INC. (BAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 134,545 +119,745 +809.1% 0.05% $3.1M $22.75
2025 Q2 INITIATED 14,800 — — 0.01% $450K $30.04
% of Fund (quarterly)    BAX price (monthly, adj. close)

Other funds also holding BAX

As of 2025 Q4 — sorted by position size

PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 4.01% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.31% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 3.03% Pale Fire Capital SE 3Y 2.66% Hillman Capital Management, Inc. 3Y 7Y 2.54% Callodine Capital Management, LP 3Y 7Y 2.47% EQUITY INVESTMENT CORP 3Y 7Y 1.89% Olstein Capital Management, L.P. 3Y 7Y 1.63% Front Street Capital Management, Inc. 3Y 7Y 1.3% Lipe & Dalton 3Y 7Y 1.15%
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