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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

Ninety One (UK)
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
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
DC
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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. 741 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.
  • 741 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.