Bard Financial Services’s Marvell Technology MRVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$273K	Sell	3,245 -500	-13%	-$36.8K	0.03%	180
2025 Q2	$290K	Sell	3,745 -250	-6%	-$15.6K	0.03%	173
2025 Q1	$246K	Buy	3,995 +730	+22%	+$70.8K	0.03%	186
2024 Q4	$361K	Hold	3,265	–	–	0.04%	165
2024 Q3	$235K	Sell	3,265 -1,050	-24%	-$72.5K	0.03%	186
2024 Q2	$302K	Hold	4,315	–	–	0.03%	182
2024 Q1	$306K	Sell	4,315 -645	-13%	-$44.2K	0.03%	186
2023 Q4	$299K	Buy	4,960 +640	+15%	+$34.6K	0.03%	189
2023 Q3	$234K	Buy	4,320 +450	+12%	+$26.6K	0.03%	198
2023 Q2	$231K	Buy	+3,870	New	+$188K	0.02%	278
2022 Q2	–	Sell	-3,045	Closed	-$218K	–	301
2022 Q1	$218K	Buy	3,045 +125	+4%	+$9.01K	0.02%	273
2021 Q4	$255K	Buy	+2,920	New	+$218K	0.02%	250

Other funds holding MRVL

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Bard Financial Services reduced its Marvell Technology (MRVL) stake by 13% in Q3 2025, selling an estimated $36.8K and leaving 3,245 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #180.

Bard Financial Services first reported a position in MRVL in Q4 2021 and has held it in 12 quarters since. The position peaked at $361K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold MRVL as of Q3 2025.

Bard Financial Services held 3,245 shares of Marvell Technology worth $273K as of Q3 2025.
Bard Financial Services sold 500 Marvell Technology shares in Q3 2025, an estimated $36.8K.
Marvell Technology made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #180 holding.
Bard Financial Services first reported a position in Marvell Technology in Q4 2021 and has held it in 12 quarters since.
Bard Financial Services's Marvell Technology position peaked at $361K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2025.

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