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Bard Associates’s Philip Morris PM Stock Holding History

Bard Associates’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$397K Buy
2,381
+1,825
+328% +$317K 0.1% 98
2025
Q4 		$90K Buy
+556
New +$86.1K 0.02% 130

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates's PM Position: Q1 2026 in Review

Bard Associates increased its Philip Morris (PM) stake by 328% in Q1 2026, buying an estimated $317K and bringing the position to 2,381 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #98.

Bard Associates first reported a position in PM in Q4 2025 and has held it in 2 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bard Associates held 2,381 shares of Philip Morris worth $397K as of Q1 2026.
  • Bard Associates bought 1,825 Philip Morris shares in Q1 2026, an estimated $317K.
  • Philip Morris made up 0.1% of Bard Associates's portfolio in Q1 2026, its #98 holding.
  • Bard Associates first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.