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
2026 Q3	$313K	Buy	+1,639	New	+$310K	0.06%	221
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

BCS Wealth Management opened a new position in Philip Morris (PM) in Q3 2026: 1,639 shares worth $313K. The stake represents 0.06% of the portfolio and ranks #221 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in PM as recently as Q3 2025.

BCS Wealth Management first reported a position in PM in Q4 2019 and has held it in 7 quarters since. The position peaked at $501K in Q2 2025. 1,930 funds tracked by Wall St. Rank hold PM as of Q3 2026.

BCS Wealth Management held 1,639 shares of Philip Morris worth $313K as of Q3 2026.
Philip Morris was a new BCS Wealth Management position in Q3 2026.
Philip Morris made up 0.06% of BCS Wealth Management's portfolio in Q3 2026, its #221 holding.
BCS Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 7 quarters since.
BCS Wealth Management's Philip Morris position peaked at $501K in Q2 2025.
1,930 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.