13F Filings History of Bard Financial Services, Inc.

Latest 13F report
Q3 2025 - 17 Oct 2025
Value $
$911,202,781
Signature - Title
Jeff Welch - CCO
Location
Branford, CT
Summary
This page shows a list of all the recent 13F filings made by Bard Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bard Financial Services, Inc. reported 209 stock holdings with total value $911,202,781 as of Q3 2025. Top holdings included AAPL, MSFT, WMT, HD, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 209 $911,202,781 +$12,521,477 -$15,077,299 -$2,555,822 AAPL, MSFT, WMT, HD, BRKB 13F-HR 17 Oct 2025, 09:35
Q2 2025 203 $837,446,409 +$9,293,671 -$24,485,669 -$15,191,998 AAPL, MSFT, WMT, HD, BRKB 13F-HR 08 Jul 2025, 11:42
Q1 2025 206 $817,726,934 +$22,141,612 -$25,964,499 -$3,822,887 AAPL, MSFT, WMT, HD, BRKB 13F-HR 15 Apr 2025, 14:16
Q4 2024 207 $833,822,303 +$18,663,612 -$21,426,599 -$2,762,987 AAPL, MSFT, WMT, HD, BRKB 13F-HR 06 Jan 2025, 13:06
Q3 2024 210 $847,211,245 +$15,344,316 -$202,608,314 -$187,263,998 AAPL, MSFT, HD, WMT, BRKB Restatement 20 Nov 2024, 11:14
Q2 2024 222 $967,117,990 +$30,667,290 -$14,814,304 +$15,852,986 AAPL, MSFT, WMT, BRKB, HD 13F-HR 09 Jul 2024, 13:46
Q1 2024 231 $941,482,236 +$36,429,628 -$26,730,124 +$9,699,504 AAPL, MSFT, WMT, BRKB, HD 13F-HR 06 May 2024, 11:08
Q4 2023 231 $891,935,955 +$23,300,582 -$14,232,355 +$9,068,227 AAPL, MSFT, WMT, HD, BRKB 13F-HR 09 Feb 2024, 13:15
Q3 2023 229 $809,109,313 +$22,517,566 -$7,388,254 +$15,129,312 AAPL, MSFT, WMT, BRKB, HD 13F-HR 16 Oct 2023, 12:17
Q2 2023 318 $1,298,972,002 +$23,403,787 -$26,802,384 -$3,398,597 AAPL, MSFT, SCHD, VIG, SDY 13F-HR 11 Jul 2023, 10:52
Q1 2023 326 $1,249,298,026 +$56,437,085 -$25,146,027 +$31,291,058 AAPL, MSFT, SCHD, VIG, SDY 13F-HR 26 Apr 2023, 15:08
Q4 2022 303 $1,177,220,000 +$43,736,143 -$18,597,809 +$25,138,334 AAPL, SCHD, MSFT, VIG, SDY 13F-HR 25 Jan 2023, 08:59
Q3 2022 292 $1,066,873,000 +$51,936,488 -$7,178,706 +$44,757,782 AAPL, MSFT, SCHD, VIG, SDY 13F-HR 26 Oct 2022, 10:35
Q2 2022 290 $1,085,069,000 +$46,291,517 -$12,525,409 +$33,766,108 AAPL, MSFT, VIG, SCHD, SDY 13F-HR 06 Jul 2022, 13:24
Q1 2022 297 $1,217,778,077 +$34,437,707 -$23,570,828 +$10,866,879 AAPL, MSFT, VIG, SCHD, SDY 13F-HR 13 Apr 2022, 13:51
Q4 2021 287 $1,239,306,085 +$23,393,431 -$10,719,015 +$12,674,416 AAPL, MSFT, VIG, SDY, SCHD 13F-HR 24 Jan 2022, 10:39
Q3 2021 275 $1,129,298,000 +$32,564,339 -$16,522,469 +$16,041,870 AAPL, MSFT, VIG, SDY, SCHD 13F-HR 15 Oct 2021, 16:38
Q2 2021 276 $1,124,210,000 +$34,875,501 -$6,095,954 +$28,779,547 AAPL, MSFT, VIG, SDY, SCHD 13F-HR 13 Jul 2021, 10:19
Q1 2021 261 $1,031,078,000 +$26,552,248 -$37,085,305 -$10,533,057 AAPL, MSFT, VIG, SDY, SCHD 13F-HR 13 May 2021, 18:44
Q4 2020 263 $984,721,715 $0 AAPL, MSFT, VIG, SDY, IVV 13F-HR 26 Mar 2021, 14:40