BDFS Capital’s Philip Morris PM Stock Holding History

BDFS Capital’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	$207K	Buy	+1,086	New	+$205K	0.1%	114

Other funds holding PM

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

BDFS Capital's PM Position: Q3 2026 in Review

BDFS Capital opened a new position in Philip Morris (PM) in Q3 2026: 1,086 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings.

939 funds tracked by Wall St. Rank hold PM as of Q3 2026.

BDFS Capital held 1,086 shares of Philip Morris worth $207K as of Q3 2026.
Philip Morris was a new BDFS Capital position in Q3 2026.
Philip Morris made up 0.1% of BDFS Capital's portfolio in Q3 2026, its #114 holding.
939 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on BDFS Capital's 13F filing for Q3 2026, filed 14 Oct 2026.