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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bard Financial Services reduced its Philip Morris (PM) stake by 2.9% in Q3 2025, selling an estimated $248K and leaving 48,967 shares worth $7.94M. The position accounts for 0.87% of the portfolio, ranked #32.

Bard Financial Services first reported a position in PM in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.19M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Bard Financial Services held 48,967 shares of Philip Morris worth $7.94M as of Q3 2025.
  • Bard Financial Services sold 1,475 Philip Morris shares in Q3 2025, an estimated $248K.
  • Philip Morris made up 0.87% of Bard Financial Services's portfolio in Q3 2025, its #32 holding.
  • Bard Financial Services first reported a position in Philip Morris in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Philip Morris position peaked at $9.19M in Q2 2025.
  • 2,735 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

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