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Philip James Wealth Mangement, LLC → BF-B
Philip James Wealth Mangement, LLC BF-B Position History
Brown-Forman Corporation • Manufacturing
Quarters held
4
Latest value
$6.1M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q1 2026 | $4.7M |
| Q2 2026 | $6.9M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 232.7K | — | — |
| Q2 2026 | $6.9M | 259.2K | — | — |
| Q1 2026 | $4.7M | 176.5K | — | — |
| Q4 2025 | $4.1M | 156.6K | — | — |
Other funds holding BF-B
$818.8M
$783.1M
$741.6M
$706.6M
$648.7M
$584.6M
$527.1M