Baron Wealth Management
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Baron Wealth Management’s Philip Morris PM Stock Holding History

Baron 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
Q3 		$314K Sell
1,646
-17
-1% -$3.21K 0.08% 189
2026
Q2 		$301K Buy
1,663
+353
+27% +$61.2K 0.08% 200
2026
Q1 		$217K Buy
+1,310
New +$228K 0.06% 245
2025
Q4 		– Sell
-2,096
Closed -$340K – 277
2025
Q3 		$340K Buy
2,096
+332
+19% +$55.9K 0.11% 136
2025
Q2 		$321K Buy
+1,764
New +$303K 0.11% 133

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baron Wealth Management's PM Position: Q3 2026 in Review

Baron Wealth Management reduced its Philip Morris (PM) stake by 1% in Q3 2026, selling an estimated $3.21K and leaving 1,646 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #189.

Baron Wealth Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 1,961 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Baron Wealth Management held 1,646 shares of Philip Morris worth $314K as of Q3 2026.
  • Baron Wealth Management sold 17 Philip Morris shares in Q3 2026, an estimated $3.21K.
  • Philip Morris made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Baron Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Philip Morris position peaked at $340K in Q3 2025.
  • 1,961 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.