Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Philip Morris PM Stock Holding History

Badgley Phelps Wealth Managers’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
2026
Q3 		$1.62M Sell
8,509
-542
-6% -$102K 0.03% 173
2026
Q2 		$1.65M Sell
9,051
-205
-2% -$35.6K 0.03% 173
2026
Q1 		$1.54M Buy
9,256
+599
+7% +$104K 0.03% 180
2025
Q4 		$1.4M Sell
8,657
-308
-3% -$47.7K 0.03% 178
2025
Q3 		$1.45M Sell
8,965
-181
-2% -$30.5K 0.03% 164
2025
Q2 		$1.68M Sell
9,146
-9
-0.1% -$1.55K 0.04% 159
2025
Q1 		$1.47M Sell
9,155
-113
-1% -$16K 0.04% 161
2024
Q4 		$1.13M Sell
9,268
-855
-8% -$108K 0.03% 171
2024
Q3 		$1.24M Sell
10,123
-809
-7% -$94K 0.03% 161
2024
Q2 		$1.12M Buy
10,932
+240
+2% +$23.5K 0.03% 159
2024
Q1 		$994K Sell
10,692
-250
-2% -$23.1K 0.02% 167
2023
Q4 		$1.04M Sell
10,942
-160
-1% -$14.7K 0.03% 159
2023
Q3 		$1.03M Sell
11,102
-17
-0.2% -$1.64K 0.04% 146
2023
Q2 		$1.09M Sell
11,119
-246
-2% -$23.5K 0.04% 145
2023
Q1 		$1.11M Sell
11,365
-390
-3% -$38.9K 0.04% 128
2022
Q4 		$1.19M Sell
11,755
-507
-4% -$47.8K 0.05% 127
2022
Q3 		$1.02M Buy
12,262
+319
+3% +$30.4K 0.04% 121
2022
Q2 		$1.18M Sell
11,943
-639
-5% -$65.1K 0.05% 122
2022
Q1 		$1.18M Buy
12,582
+639
+5% +$63.9K 0.04% 126
2021
Q4 		$1.14M Sell
11,943
-4,969
-29% -$464K 0.04% 130
2021
Q3 		$1.6M Buy
+16,912
New +$1.7M 0.06% 123

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Badgley Phelps Wealth Managers's PM Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Philip Morris (PM) stake by 6% in Q3 2026, selling an estimated $102K and leaving 8,509 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #173.

Badgley Phelps Wealth Managers first reported a position in PM in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.68M in Q2 2025. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Badgley Phelps Wealth Managers held 8,509 shares of Philip Morris worth $1.62M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 542 Philip Morris shares in Q3 2026, an estimated $102K.
  • Philip Morris made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #173 holding.
  • Badgley Phelps Wealth Managers first reported a position in Philip Morris in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Philip Morris position peaked at $1.68M in Q2 2025.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.