BWM
PM icon

BCS Wealth Management’s Philip Morris PM Stock Holding History

BCS 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
2025
Q4 		– Sell
-1,440
Closed -$234K – 357
2025
Q3 		$234K Sell
1,440
-1,312
-48% -$221K 0.05% 221
2025
Q2 		$501K Buy
2,752
+1,312
+91% +$225K 0.11% 158
2025
Q1 		$229K Buy
+1,440
New +$204K 0.06% 221
2020
Q3 		– Sell
-5,266
Closed -$369K – 130
2020
Q2 		$369K Buy
5,266
+689
+15% +$50.2K 0.22% 87
2020
Q1 		$334K Buy
4,577
+1,720
+60% +$142K 0.23% 80
2019
Q4 		$243K Buy
+2,857
New +$235K 0.16% 94

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCS Wealth Management's PM Position: Q4 2025 in Review

BCS Wealth Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,440 shares — an estimated $234K sold.

BCS Wealth Management first reported a position in PM in Q4 2019 and held it in 6 quarters. The position peaked at $501K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • BCS Wealth Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • BCS Wealth Management sold 1,440 Philip Morris shares in Q4 2025, an estimated $234K.
  • BCS Wealth Management first reported a position in Philip Morris in Q4 2019 and held it in 6 quarters.
  • BCS Wealth Management's Philip Morris position peaked at $501K in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on BCS Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.