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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Baron Wealth Management's PM Position: Q2 2026 in Review

Baron Wealth Management increased its Philip Morris (PM) stake by 27% in Q2 2026, buying an estimated $61.2K and bringing the position to 1,663 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #200.

Baron Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $340K in Q3 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Baron Wealth Management held 1,663 shares of Philip Morris worth $301K as of Q2 2026.
  • Baron Wealth Management bought 353 Philip Morris shares in Q2 2026, an estimated $61.2K.
  • Philip Morris made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Baron Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Philip Morris position peaked at $340K in Q3 2025.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.