Institute for Wealth Management, LLC.
Position in BAX — Baxter International Inc
CIK 1533954
DENVER, CO
Position in BAX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$92,869
-$133,019 QoQ
Shares Held
4,356
-41.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 682 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,485,277 across 11 Medical Instruments & Supplies names. BAX ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,549 | $1,013,686 | |
| 2 | RMD |
Resmed Inc
|
800 | $155,904 | |
| 3 | BAX |
Baxter International Inc
This page
|
4,356 | $92,869 | |
| 4 | BDX |
Becton Dickinson & Co
|
505 | $76,421 | |
| 5 | ALC |
Alcon Inc
|
618 | $41,467 | |
| 6 | ATR |
Aptargroup, Inc.
|
304 | $38,060 | |
| 7 | SOLV |
Solventum Corp
|
379 | $29,239 | |
| 8 | ALGN |
Align Technology Inc
|
80 | $13,492 |
All Filings in BAX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,869 | 4,356 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $225,888 | 7,460 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $255,355 | 7,460 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $218,554 | 7,495 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $525,884 | 13,850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $278,504 | 8,326 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $292,726 | 6,849 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $263,815 | 6,824 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $281,615 | 7,462 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $342,246 | 7,512 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $309,635 | 7,634 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $404,905 | 7,944 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $419,353 | 7,786 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $505,361 | 7,868 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $612,255 | 7,896 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $656,418 | 7,647 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $618,426 | 7,689 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $630,154 | 7,828 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $660,213 | 7,828 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $635,902 | 7,925 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $646,013 | 8,033 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $689,747 | 8,011 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $646,110 | 7,958 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||