Bard Financial Services’s Bath & Body Works BBWI Stock Holding History

Bard Financial Services’s Portfolio BBWI Stock Details BBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$623K	Sell	24,200 -3,900	-14%	-$116K	0.07%	137
2025 Q2	$842K	Hold	28,100	–	–	0.1%	123
2025 Q1	$852K	Buy	28,100 +1,350	+5%	+$47.8K	0.1%	124
2024 Q4	$1.04M	Buy	26,750 +13,850	+107%	+$463K	0.12%	111
2024 Q3	$412K	Buy	+12,900	New	+$428K	0.05%	165
2024 Q2	–	Sell	-7,850	Closed	-$393K	–	225
2024 Q1	$393K	Hold	7,850	–	–	0.04%	174
2023 Q4	$339K	Hold	7,850	–	–	0.04%	181
2023 Q3	$265K	Buy	+7,850	New	+$285K	0.03%	188

Other funds holding BBWI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bard Financial Services's BBWI Position: Q3 2025 in Review

Bard Financial Services reduced its Bath & Body Works (BBWI) stake by 14% in Q3 2025, selling an estimated $116K and leaving 24,200 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #137.

Bard Financial Services first reported a position in BBWI in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2024. 474 funds tracked by Wall St. Rank hold BBWI as of Q3 2025.

Bard Financial Services held 24,200 shares of Bath & Body Works worth $623K as of Q3 2025.
Bard Financial Services sold 3,900 Bath & Body Works shares in Q3 2025, an estimated $116K.
Bath & Body Works made up 0.07% of Bard Financial Services's portfolio in Q3 2025, its #137 holding.
Bard Financial Services first reported a position in Bath & Body Works in Q3 2023 and has held it in 8 quarters since.
Bard Financial Services's Bath & Body Works position peaked at $1.04M in Q4 2024.
474 funds tracked by Wall St. Rank held Bath & Body Works as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.