Bard Financial Services’s Philip Morris PM Stock Holding History

Bard Financial Services’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
2025 Q3	$7.94M	Sell	48,967 -1,475	-3%	-$248K	0.87%	32
2025 Q2	$9.19M	Sell	50,442 -1,025	-2%	-$176K	1.1%	24
2025 Q1	$8.17M	Buy	51,467 +590	+1%	+$83.6K	1%	28
2024 Q4	$6.12M	Sell	50,877 -1,525	-3%	-$192K	0.73%	41
2024 Q3	$6.36M	Sell	52,402 -23,670	-31%	-$2.75M	0.75%	41
2024 Q2	$7.71M	Sell	76,072 -1,125	-1%	-$110K	0.8%	34
2024 Q1	$7.07M	Sell	77,197 -2,025	-3%	-$187K	0.75%	38
2023 Q4	$7.45M	Sell	79,222 -600	-0.8%	-$55.3K	0.84%	34
2023 Q3	$7.39M	Buy	79,822 +2,175	+3%	+$209K	0.91%	30
2023 Q2	$7.58M	Sell	77,647 -975	-1%	-$93.2K	0.57%	51
2023 Q1	$7.65M	Sell	78,622 -6,425	-8%	-$640K	0.61%	43
2022 Q4	$8.61M	Sell	85,047 -2,450	-3%	-$231K	0.73%	34
2022 Q3	$7.26M	Sell	87,497 -575	-0.7%	-$54.8K	0.68%	36
2022 Q2	$8.7M	Sell	88,072 -2,165	-2%	-$221K	0.79%	32
2022 Q1	$8.48M	Buy	90,237 +2,750	+3%	+$275K	0.69%	37
2021 Q4	$8.31M	Buy	87,487 +2,650	+3%	+$248K	0.67%	40
2021 Q3	$8.04M	Buy	84,837 +650	+0.8%	+$65.4K	0.71%	36
2021 Q2	$8.38M	Buy	84,187 +7,905	+10%	+$758K	0.75%	36
2021 Q1	$6.77M	Buy	76,282 +5,545	+8%	+$471K	0.66%	43
2020 Q4	$5.86M	Buy	+70,737	New	+$5.51M	0.59%	46

Other funds holding PM

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return