Baron Silver Stevens Financial Advisors’s Philip Morris PM Stock Holding History

Baron Silver Stevens Financial Advisors’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	$296K	Buy	1,638 +62	+4%	+$10.8K	0.04%	119
2026 Q1	$261K	Sell	1,576 -718	-31%	-$125K	0.04%	117
2025 Q4	$368K	Sell	2,294 -140	-6%	-$21.7K	0.05%	95
2025 Q3	$395K	Sell	2,434 -395	-14%	-$66.5K	0.06%	93
2025 Q2	$515K	Buy	2,829 +728	+35%	+$125K	0.08%	76
2025 Q1	$334K	Buy	2,101 +116	+6%	+$16.4K	0.06%	90
2024 Q4	$239K	Hold	1,985	–	–	0.04%	108
2024 Q3	$241K	Hold	1,985	–	–	0.04%	107
2024 Q2	$201K	Sell	1,985 -658	-25%	-$64.3K	0.04%	112
2024 Q1	$242K	Buy	2,643 +145	+6%	+$13.4K	0.05%	109
2023 Q4	$235K	Buy	2,498 +140	+6%	+$12.9K	0.05%	99
2023 Q3	$218K	Buy	+2,358	New	+$227K	0.05%	100
2023 Q2	–	Sell	-2,203	Closed	-$214K	–	111
2023 Q1	$214K	Buy	+2,203	New	+$220K	0.06%	101
2022 Q3	–	Sell	-2,507	Closed	-$247K	–	138
2022 Q2	$247K	Buy	+2,507	New	+$256K	0.06%	86
2021 Q1	–	Sell	-693	Closed	-$57K	–	354
2020 Q4	$57K	Buy	+693	New	+$53.9K	0.02%	130

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PM Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Philip Morris (PM) stake by 3.9% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,638 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #119.

Baron Silver Stevens Financial Advisors first reported a position in PM in Q4 2020 and has held it in 15 quarters since. The position peaked at $515K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,638 shares of Philip Morris worth $296K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 62 Philip Morris shares in Q2 2026, an estimated $10.8K.
Philip Morris made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #119 holding.
Baron Silver Stevens Financial Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 15 quarters since.
Baron Silver Stevens Financial Advisors's Philip Morris position peaked at $515K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.