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Basecamp Wealth Advisors’s Philip Morris PM Stock Holding History

Basecamp Wealth 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 		$556K Sell
3,075
-136
-4% -$23.6K 0.1% 112
2026
Q1 		$531K Sell
3,211
-5
-0.2% -$869 0.11% 110
2025
Q4 		$516K Buy
+3,216
New +$498K 0.11% 107

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

Basecamp Wealth Advisors's PM Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Philip Morris (PM) stake by 4.2% in Q2 2026, selling an estimated $23.6K and leaving 3,075 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #112.

Basecamp Wealth Advisors first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,908 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Basecamp Wealth Advisors held 3,075 shares of Philip Morris worth $556K as of Q2 2026.
  • Basecamp Wealth Advisors sold 136 Philip Morris shares in Q2 2026, an estimated $23.6K.
  • Philip Morris made up 0.1% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Basecamp Wealth Advisors first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.