Bank Julius Baer & Co
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Bank Julius Baer & Co’s Philip Morris PM Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-3,029
Closed -$486K – 711
2025
Q4 		$486K Buy
3,029
+1,886
+165% +$292K ﹤0.01% 426
2025
Q3 		$185K Buy
+1,143
New +$192K ﹤0.01% 488
2024
Q3 		– Sell
-810
Closed -$91.4K – 539
2024
Q2 		$91.4K Sell
810
-3,499
-81% -$342K ﹤0.01% 391
2024
Q1 		$395K Buy
4,309
+2,074
+93% +$191K ﹤0.01% 334
2023
Q4 		$210K Sell
2,235
-29
-1% -$2.67K ﹤0.01% 398
2023
Q3 		$210K Sell
2,264
-1,410
-38% -$136K ﹤0.01% 379
2023
Q2 		$359K Sell
3,674
-57
-2% -$5.45K ﹤0.01% 371
2023
Q1 		$363K Sell
3,731
-545
-13% -$54.3K ﹤0.01% 380
2022
Q4 		$433K Buy
4,276
+45
+1% +$4.25K ﹤0.01% 354
2022
Q3 		$351K Sell
4,231
-5,465
-56% -$521K ﹤0.01% 359
2022
Q2 		$957K Sell
9,696
-66,324
-87% -$6.76M 0.01% 283
2022
Q1 		$7.14M Sell
76,020
-2,001
-3% -$200K 0.04% 156
2021
Q4 		$7.41M Sell
78,021
-3,075
-4% -$287K 0.04% 175
2021
Q3 		$7.69M Sell
81,096
-722
-0.9% -$72.6K 0.05% 178
2021
Q2 		$8.11M Sell
81,818
-2,472
-3% -$237K 0.05% 182
2021
Q1 		$7.48M Sell
84,290
-503
-0.6% -$42.7K 0.06% 170
2020
Q4 		$7.02M Buy
84,793
+4,204
+5% +$327K 0.06% 165
2020
Q3 		$6.04M Buy
80,589
+2,574
+3% +$199K 0.06% 147
2020
Q2 		$5.46M Sell
78,015
-1,243
-2% -$90.6K 0.06% 139
2020
Q1 		$5.78M Buy
+79,258
New +$6.52M 0.13% 97

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's PM Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Philip Morris (PM) in Q1 2026, closing a stake of 3,029 shares — an estimated $486K sold.

Bank Julius Baer & Co first reported a position in PM in Q1 2020 and held it in 20 quarters. The position peaked at $8.11M in Q2 2021. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,029 Philip Morris shares in Q1 2026, an estimated $486K.
  • Bank Julius Baer & Co first reported a position in Philip Morris in Q1 2020 and held it in 20 quarters.
  • Bank Julius Baer & Co's Philip Morris position peaked at $8.11M in Q2 2021.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.