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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
Q2 		$437K Buy
2,397
+16
+0.7% +$2.77K 0.1% 101
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
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Associates's PM Position: Q2 2026 in Review

Bard Associates increased its Philip Morris (PM) stake by 0.67% in Q2 2026, buying an estimated $2.77K and bringing the position to 2,397 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #101.

Bard Associates first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bard Associates held 2,397 shares of Philip Morris worth $437K as of Q2 2026.
  • Bard Associates bought 16 Philip Morris shares in Q2 2026, an estimated $2.77K.
  • Philip Morris made up 0.1% of Bard Associates's portfolio in Q2 2026, its #101 holding.
  • Bard Associates first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.