BCU Wealth Advisors’s Philip Morris PM Stock Holding History

BCU 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	$378K	Buy	2,088 +18	+0.9%	+$3.12K	0.13%	49
2026 Q1	$342K	Buy	2,070 +6	+0.3%	+$1.04K	0.13%	49
2025 Q4	$331K	Buy	2,064 +6	+0.3%	+$930	0.13%	50
2025 Q3	$334K	Buy	2,058 +4	+0.2%	+$673	0.14%	48
2025 Q2	$374K	Buy	2,054 +6	+0.3%	+$1.03K	0.17%	42
2025 Q1	$325K	Buy	2,048 +7	+0.3%	+$992	0.17%	37
2024 Q4	$246K	Buy	2,041 +6	+0.3%	+$757	0.14%	47
2024 Q3	$247K	Buy	2,035 +8	+0.4%	+$930	0.15%	43
2024 Q2	$205K	Buy	+2,027	New	+$198K	0.15%	46

Other funds holding PM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

BCU Wealth Advisors increased its Philip Morris (PM) stake by 0.87% in Q2 2026, buying an estimated $3.12K and bringing the position to 2,088 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #49.

BCU Wealth Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 666 funds tracked by Wall St. Rank hold PM as of Q2 2026.

BCU Wealth Advisors held 2,088 shares of Philip Morris worth $378K as of Q2 2026.
BCU Wealth Advisors bought 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
Philip Morris made up 0.13% of BCU Wealth Advisors's portfolio in Q2 2026, its #49 holding.
BCU Wealth Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
666 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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