Position in BAX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$243,549
-$14,985 QoQ
Shares Held
14,497
+139.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 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 Mar 31, 2026Gibbs Wealth Management holds $8,633,294 across 11 Medical Instruments & Supplies names. BAX ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,557 | $1,639,741 | |
| 2 | RGEN |
Repligen Corp
|
10,713 | $1,262,205 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
10,329 | $1,127,616 | |
| 4 | COO |
Cooper Companies, Inc.
|
13,632 | $974,688 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
3,216 | $806,058 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
11,602 | $799,725 | |
| 7 | BDX |
Becton Dickinson & Co
|
4,400 | $691,812 | |
| 8 | AZTA |
Azenta, Inc.
|
25,884 | $546,928 |
All Filings in BAX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,549 | 14,497 | Shares | Other | 2026-05-13 | |
| 2024-03-31 | $258,534 | 6,049 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||