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BFS
Bard Financial Services’s
Air Products & Chemicals
APD
Stock Holding History
Bard Financial Services’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$2.58M
Sell
9,450
-25
-0.3%
-$7.24K
0.28%
79
2025
Q2
$2.67M
Sell
9,475
-225
-2%
-$61.6K
0.32%
75
2025
Q1
$2.86M
Buy
9,700
+200
+2%
+$61.7K
0.35%
70
2024
Q4
$2.76M
Buy
9,500
+50
+0.5%
+$15.7K
0.33%
69
2024
Q3
$2.81M
Sell
9,450
-450
-5%
-$123K
0.33%
67
2024
Q2
$2.55M
Sell
9,900
-400
-4%
-$101K
0.26%
77
2024
Q1
$2.5M
Buy
10,300
+50
+0.5%
+$12.3K
0.27%
78
2023
Q4
$2.81M
Sell
10,250
-25
-0.2%
-$6.87K
0.31%
70
2023
Q3
$2.91M
Buy
10,275
+300
+3%
+$88K
0.36%
63
2023
Q2
$2.99M
Buy
9,975
+50
+0.5%
+$14.2K
0.23%
93
2023
Q1
$2.85M
Buy
9,925
+450
+5%
+$131K
0.23%
92
2022
Q4
$2.92M
Buy
9,475
+650
+7%
+$183K
0.25%
92
2022
Q3
$2.05M
Buy
8,825
+1,675
+23%
+$415K
0.19%
109
2022
Q2
$1.72M
Buy
+7,150
New
+$1.74M
0.16%
117
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$182B AUM
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1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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