How much BAX stock is too much?

There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your BAX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).

Does Baxter International grant ISOs, NSOs, or RSUs?

Equity compensation at Baxter International typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.

Baxter International (BAX) Stock Concentration Calculator

Calculator · free · no signup · BAX

Quantify Baxter International concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your inputs

Adjust — results update instantly.

Position & portfolio

Position value

Portfolio value

Cost basis

Acquisition date

Sector

Annual growthDefault. Adjust to test.

35%

Volatility dragDefault. Adjust to test.

20%

Market return / yr

10%

Tax

State

Annual income

Filing status

67%

Highly concentratedLong-term

If 30% drop

−$150,000

If 50% drop

−$250,000

If 70% drop

−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax

Wealth (3y)$956,485

+$33,417 vs.

Tax

Wealth (3y)$994,174

+$71,106 vs.

Tax

Wealth (3y)$1.04M

+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

Design a hedge →

Build your own plan

Toggle below — chart updates live. Sell buttons show the slice.

Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom

Year 1

Year 2

Year 3

Tax$200,753

Hedge cost$37,676

Wealth at Y3$1,046,371

Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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About Baxter International

Baxter International (BAX) is a public Medical Device company, incorporated in Delaware and headquartered in Deerfield, IL.

Last close: $25.94 per share (as of 2026-08-19).

Equity grants at Baxter International typically include restricted stock units (RSUs).

Baxter International Inc. is an American multinational healthcare company with headquarters in Deerfield, Illinois.

Source: Wikipedia (CC BY-SA 4.0)

Founded in 1931 as the first commercial producer of intravenous solutions, the company still supplies the fluids, pumps, and disposables that hospitals consume daily rather than the capital equipment they buy occasionally. That consumable mix produces steady volume but exposes margins to hospital purchasing groups negotiating on price. The 2024 sale of the biopharma solutions unit and the separation of the kidney-care business narrowed the portfolio considerably. Manufacturing footprint and supply reliability matter more here than product novelty. Headquarters are in Deerfield, Illinois.

Sources: sec.gov · en.wikipedia.org

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Baxter International.

If a meaningful share of your net worth sits in BAX, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with BAX's option-implied volatility.

Example: 5,000 BAX shares at $25.94 is a $129,700 position. A 30% drawdown costs $38,910; a 50% drawdown costs $64,850; a 70% drawdown costs $90,790. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using BAX's option-implied volatility and your cost basis.

All Baxter International tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Baxter International equity questions

How much BAX stock is too much?: There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your BAX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Baxter International grant ISOs, NSOs, or RSUs?: Equity compensation at Baxter International typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.

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OptionsAhoy plans your Baxter International equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

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