BFS
CMP icon

Bard Financial Services’s Compass Minerals CMP Stock Holding History

Bard Financial Services’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-89,700
Closed -$833K – 206
2025
Q1 		$833K Sell
89,700
-99,915
-53% -$1.14M 0.1% 125
2024
Q4 		$2.13M Buy
189,615
+2,250
+1% +$29.4K 0.26% 84
2024
Q3 		$2.25M Buy
187,365
+24,615
+15% +$261K 0.27% 79
2024
Q2 		$1.68M Sell
162,750
-29,740
-15% -$384K 0.17% 96
2024
Q1 		$3.03M Buy
192,490
+31,290
+19% +$657K 0.32% 73
2023
Q4 		$4.08M Buy
161,200
+7,925
+5% +$202K 0.46% 55
2023
Q3 		$4.28M Buy
153,275
+16,360
+12% +$526K 0.53% 51
2023
Q2 		$4.66M Buy
136,915
+19,120
+16% +$634K 0.35% 70
2023
Q1 		$4.04M Buy
117,795
+7,395
+7% +$296K 0.32% 77
2022
Q4 		$4.53M Buy
110,400
+6,730
+6% +$278K 0.38% 66
2022
Q3 		$3.99M Buy
103,670
+7,925
+8% +$302K 0.37% 65
2022
Q2 		$3.39M Buy
95,745
+6,300
+7% +$312K 0.31% 80
2022
Q1 		$5.62M Buy
89,445
+9,375
+12% +$532K 0.46% 55
2021
Q4 		$4.09M Buy
80,070
+1,350
+2% +$82.3K 0.33% 74
2021
Q3 		$5.07M Buy
78,720
+5,950
+8% +$391K 0.45% 63
2021
Q2 		$4.31M Sell
72,770
-50
-0.1% -$3.32K 0.38% 70
2021
Q1 		$4.57M Buy
72,820
+2,000
+3% +$128K 0.44% 59
2020
Q4 		$4.37M Buy
+70,820
New +$4.39M 0.44% 58

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bard Financial Services's CMP Position: Q2 2025 in Review

Bard Financial Services sold out of Compass Minerals (CMP) in Q2 2025, closing a stake of 89,700 shares — an estimated $833K sold.

Bard Financial Services first reported a position in CMP in Q4 2020 and held it in 18 quarters. The position peaked at $5.62M in Q1 2022. 210 funds tracked by Wall St. Rank hold CMP as of Q2 2025.

  • Bard Financial Services reported no remaining Compass Minerals position as of Q2 2025 after selling out during the quarter.
  • Bard Financial Services sold 89,700 Compass Minerals shares in Q2 2025, an estimated $833K.
  • Bard Financial Services first reported a position in Compass Minerals in Q4 2020 and held it in 18 quarters.
  • Bard Financial Services's Compass Minerals position peaked at $5.62M in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2025.

Based on Bard Financial Services's 13F filing for Q2 2025, filed 8 Jul 2025.