Baldwin Wealth Partners’s Philip Morris PM Stock Holding History

Baldwin Wealth Partners’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	$4.67M	Sell	25,792 -332	-1%	-$57.6K	0.31%	60
2026 Q1	$4.32M	Sell	26,124 -667	-2%	-$116K	0.31%	60
2025 Q4	$4.3M	Sell	26,791 -410	-2%	-$63.5K	0.27%	58
2025 Q3	$4.41M	Sell	27,201 -250	-0.9%	-$42.1K	0.29%	60
2025 Q2	$5M	Sell	27,451 -141	-0.5%	-$24.2K	0.34%	59
2025 Q1	$4.38M	Sell	27,592 -3,080	-10%	-$436K	0.31%	61
2024 Q4	$3.69M	Sell	30,672 -5,017	-14%	-$633K	0.25%	65
2024 Q3	$4.34M	Buy	35,689 +3,775	+12%	+$439K	0.3%	63
2024 Q2	$3.23M	Sell	31,914 -409	-1%	-$40K	0.25%	65
2024 Q1	$2.96M	Sell	32,323 -2,441	-7%	-$225K	0.22%	74
2023 Q4	$3.27M	Sell	34,764 -155	-0.4%	-$14.3K	0.26%	69
2023 Q3	$3.23M	Sell	34,919 -5,389	-13%	-$519K	0.28%	70
2023 Q2	$3.93M	Buy	40,308 +30	+0.1%	+$2.87K	0.32%	67
2023 Q1	$3.92M	Buy	40,278 +205	+0.5%	+$20.4K	0.34%	65
2022 Q4	$4.06M	Buy	40,073 +34,802	+660%	+$3.28M	0.37%	67
2022 Q3	$438K	Hold	5,271	–	–	0.06%	105
2022 Q2	$520K	Hold	5,271	–	–	0.07%	104
2022 Q1	$495K	Hold	5,271	–	–	0.05%	120
2021 Q4	$501K	Hold	5,271	–	–	0.05%	127
2021 Q3	$500K	Hold	5,271	–	–	0.06%	112
2021 Q2	$522K	Hold	5,271	–	–	0.06%	113
2021 Q1	$468K	Hold	5,271	–	–	0.06%	110
2020 Q4	$436K	Hold	5,271	–	–	0.05%	113
2020 Q3	$395K	Hold	5,271	–	–	0.05%	116
2020 Q2	$369K	Hold	5,271	–	–	0.05%	114
2020 Q1	$385K	Sell	5,271 -5,245	-50%	-$432K	0.07%	104
2019 Q4	$895K	Hold	10,516	–	–	0.13%	85
2019 Q3	$798K	Hold	10,516	–	–	0.12%	83
2019 Q2	$826K	Sell	10,516 -5	-0%	-$413	0.12%	92
2019 Q1	$930K	Hold	10,521	–	–	0.14%	87
2018 Q4	$702K	Hold	10,521	–	–	0.12%	95
2018 Q3	$858K	Sell	10,521 -50	-0.5%	-$4.11K	0.12%	100
2018 Q2	$854K	Hold	10,571	–	–	0.13%	96
2018 Q1	$1.05M	Sell	10,571 -235	-2%	-$24.5K	0.17%	85
2017 Q4	$1.14M	Hold	10,806	–	–	0.18%	86
2017 Q3	$1.2M	Hold	10,806	–	–	0.19%	78
2017 Q2	$1.27M	Sell	10,806 -100	-0.9%	-$11.6K	0.2%	76
2017 Q1	$1.23M	Sell	10,906 -1,550	-12%	-$160K	0.2%	76
2016 Q4	$1.14M	Sell	12,456 -50	-0.4%	-$4.63K	0.21%	72
2016 Q3	$1.22M	Sell	12,506 -650	-5%	-$65.1K	0.22%	72
2016 Q2	$1.34M	Sell	13,156 -365	-3%	-$36.4K	0.28%	63
2016 Q1	$1.33M	Buy	13,521 +265	+2%	+$24.3K	0.24%	90
2015 Q4	$1.17M	Sell	13,256 -2,325	-15%	-$202K	0.19%	109
2015 Q3	$1.24M	Hold	15,581	–	–	0.21%	101
2015 Q2	$1.25M	Sell	15,581 -25	-0.2%	-$2.06K	0.19%	112
2015 Q1	$1.18M	Sell	15,606 -250	-2%	-$20.3K	0.17%	117
2014 Q4	$1.29M	Hold	15,856	–	–	0.19%	118
2014 Q3	$1.32M	Buy	+15,856	New	+$1.34M	0.19%	111

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Baldwin Wealth Partners's PM Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $57.6K and leaving 25,792 shares worth $4.67M. The position accounts for 0.31% of the portfolio, ranked #60.

Baldwin Wealth Partners first reported a position in PM in Q3 2014 and has held it in 48 quarters since. The position peaked at $5M in Q2 2025. 1,329 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Baldwin Wealth Partners held 25,792 shares of Philip Morris worth $4.67M as of Q2 2026.
Baldwin Wealth Partners sold 332 Philip Morris shares in Q2 2026, an estimated $57.6K.
Philip Morris made up 0.31% of Baldwin Wealth Partners's portfolio in Q2 2026, its #60 holding.
Baldwin Wealth Partners first reported a position in Philip Morris in Q3 2014 and has held it in 48 quarters since.
Baldwin Wealth Partners's Philip Morris position peaked at $5M in Q2 2025.
1,329 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.