Beaird Harris Wealth Management’s Philip Morris PM Stock Holding History

Beaird Harris 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	$173K	Hold	959	–	–	0.01%	152
2026 Q1	$159K	Buy	959 +341	+55%	+$59.3K	0.01%	147
2025 Q4	$99.1K	Hold	618	–	–	0.01%	192
2025 Q3	$100K	Buy	618 +5	+0.8%	+$841	0.01%	182
2025 Q2	$112K	Buy	613 +17	+3%	+$2.92K	0.01%	174
2025 Q1	$94.6K	Hold	596	–	–	0.01%	172
2024 Q4	$71.7K	Sell	596 -75	-11%	-$9.46K	0.01%	200
2024 Q3	$81.5K	Buy	671 +75	+13%	+$8.71K	0.01%	194
2024 Q2	$60.4K	Hold	596	–	–	0.01%	206
2024 Q1	$54.6K	Buy	596 +455	+323%	+$42K	0.01%	198
2023 Q4	$13.3K	Hold	141	–	–	﹤0.01%	309
2023 Q3	$13.1K	Hold	141	–	–	﹤0.01%	257
2023 Q2	$13.8K	Hold	141	–	–	﹤0.01%	250
2023 Q1	$13.7K	Hold	141	–	–	﹤0.01%	247
2022 Q4	$14.3K	Hold	141	–	–	﹤0.01%	294
2022 Q3	$12K	Hold	141	–	–	﹤0.01%	265
2022 Q2	$14K	Hold	141	–	–	﹤0.01%	226
2022 Q1	$13K	Hold	141	–	–	﹤0.01%	297
2021 Q4	$13K	Buy	+141	New	+$13.2K	﹤0.01%	373

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's PM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 959 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #152.

Beaird Harris Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Beaird Harris Wealth Management held 959 shares of Philip Morris worth $173K as of Q2 2026.
Beaird Harris Wealth Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #152 holding.
Beaird Harris Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.