BTWM
PM icon

Baker Tilly Wealth Management’s Philip Morris PM Stock Holding History

Baker Tilly Wealth Management’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
Q2 		$886K Buy
4,899
+727
+17% +$126K 0.19% 102
2026
Q1 		$690K Buy
4,172
+476
+13% +$82.7K 0.17% 122
2025
Q4 		$593K Buy
3,696
+340
+10% +$52.7K 0.15% 141
2025
Q3 		$544K Sell
3,356
-420
-11% -$70.7K 0.12% 141
2025
Q2 		$688K Sell
3,776
-279
-7% -$47.9K 0.25% 91
2025
Q1 		$644K Buy
4,055
+225
+6% +$31.9K 0.25% 101
2024
Q4 		$461K Buy
3,830
+126
+3% +$15.9K 0.18% 125
2024
Q3 		$450K Sell
3,704
-3,957
-52% -$460K 0.2% 123
2024
Q2 		$776K Sell
7,661
-10,603
-58% -$1.04M 0.32% 76
2024
Q1 		$1.67M Buy
18,264
+104
+0.6% +$9.59K 0.3% 76
2023
Q4 		$1.71M Sell
18,160
-589
-3% -$54.3K 0.28% 79
2023
Q3 		$1.74M Sell
18,749
-300
-2% -$28.9K 0.29% 76
2023
Q2 		$1.86M Sell
19,049
-864
-4% -$82.6K 0.2% 110
2023
Q1 		$1.94M Buy
19,913
+2,749
+16% +$274K 0.22% 103
2022
Q4 		$1.74M Buy
17,164
+419
+3% +$39.5K 0.21% 113
2022
Q3 		$1.39M Buy
16,745
+57
+0.3% +$5.44K 0.19% 114
2022
Q2 		$1.65M Buy
16,688
+391
+2% +$39.9K 0.22% 99
2022
Q1 		$1.53M Sell
16,297
-1,766
-10% -$177K 0.17% 119
2021
Q4 		$1.72M Sell
18,063
-673
-4% -$62.9K 0.18% 112
2021
Q3 		$1.78M Buy
18,736
+1,254
+7% +$126K 0.23% 84
2021
Q2 		$1.73M Buy
17,482
+1,950
+13% +$187K 0.28% 79
2021
Q1 		$1.38M Buy
15,532
+5,729
+58% +$487K 0.28% 88
2020
Q4 		$812K Buy
+9,803
New +$763K 0.25% 100

Other funds holding PM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's PM Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $126K and bringing the position to 4,899 shares worth $886K. The position accounts for 0.19% of the portfolio, ranked #102.

Baker Tilly Wealth Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q1 2023. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Baker Tilly Wealth Management held 4,899 shares of Philip Morris worth $886K as of Q2 2026.
  • Baker Tilly Wealth Management bought 727 Philip Morris shares in Q2 2026, an estimated $126K.
  • Philip Morris made up 0.19% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Baker Tilly Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Philip Morris position peaked at $1.94M in Q1 2023.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.