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BCGM Wealth Management’s Philip Morris PM Stock Holding History

BCGM 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 		$5.66M Buy
31,288
+4,194
+15% +$727K 1.2% 21
2026
Q1 		$4.48M Buy
27,094
+837
+3% +$145K 1.13% 29
2025
Q4 		$4.21M Buy
26,257
+361
+1% +$55.9K 1.07% 29
2025
Q3 		$4.2M Sell
25,896
-537
-2% -$90.3K 1.09% 29
2025
Q2 		$4.81M Buy
26,433
+503
+2% +$86.4K 1.36% 20
2025
Q1 		$4.12M Buy
25,930
+662
+3% +$93.8K 1.26% 22
2024
Q4 		$3.04M Buy
25,268
+1,040
+4% +$131K 0.96% 33
2024
Q3 		$2.94M Buy
24,228
+1,960
+9% +$228K 0.95% 33
2024
Q2 		$2.26M Buy
+22,268
New +$2.18M 0.78% 37

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

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

BCGM Wealth Management increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $727K and bringing the position to 31,288 shares worth $5.66M. The position accounts for 1.2% of the portfolio, ranked #21.

BCGM Wealth Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BCGM Wealth Management held 31,288 shares of Philip Morris worth $5.66M as of Q2 2026.
  • BCGM Wealth Management bought 4,194 Philip Morris shares in Q2 2026, an estimated $727K.
  • Philip Morris made up 1.2% of BCGM Wealth Management's portfolio in Q2 2026, its #21 holding.
  • BCGM Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.