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Bare Financial Services’s Philip Morris PM Stock Holding History

Bare Financial Services’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 		$1.45K Sell
8
-3
-27% -$520 ﹤0.01% 1234
2026
Q1 		$1.82K Buy
11
+3
+38% +$521 ﹤0.01% 1011
2025
Q4 		$1.28K Sell
8
-10
-56% -$1.55K ﹤0.01% 1026
2025
Q3 		$2.92K Buy
+18
New +$3.03K ﹤0.01% 712

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

Bare Financial Services's PM Position: Q2 2026 in Review

Bare Financial Services reduced its Philip Morris (PM) stake by 27% in Q2 2026, selling an estimated $520 and leaving 8 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Bare Financial Services first reported a position in PM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.92K in Q3 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bare Financial Services held 8 shares of Philip Morris worth $1.45K as of Q2 2026.
  • Bare Financial Services sold 3 Philip Morris shares in Q2 2026, an estimated $520.
  • Philip Morris made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1234 holding.
  • Bare Financial Services first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Philip Morris position peaked at $2.92K in Q3 2025.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.