Beaumont Financial Advisors’s Philip Morris PM Stock Holding History

Beaumont Financial 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 Q1	$3.22M	Sell	19,495 -1,950	-9%	-$339K	0.22%	79
2025 Q4	$3.44M	Buy	21,445 +1,089	+5%	+$169K	0.23%	69
2025 Q3	$3.3M	Sell	20,356 -156	-0.8%	-$26.2K	0.22%	70
2025 Q2	$3.74M	Sell	20,512 -964	-4%	-$166K	0.27%	61
2025 Q1	$3.41M	Buy	21,476 +1,937	+10%	+$274K	0.27%	64
2024 Q4	$2.35M	Buy	+19,539	New	+$2.46M	0.18%	83
2020 Q1	–	Sell	-2,500	Closed	-$213K	–	277
2019 Q4	$213K	Buy	+2,500	New	+$206K	0.02%	262
2018 Q2	–	Sell	-2,372	Closed	-$236K	–	222
2018 Q1	$236K	Buy	+2,372	New	+$247K	0.03%	185
2014 Q1	–	Sell	-2,324	Closed	-$202K	–	146
2013 Q4	$202K	Buy	+2,324	New	+$203K	0.02%	141

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Financial Advisors's PM Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Philip Morris (PM) stake by 9.1% in Q1 2026, selling an estimated $339K and leaving 19,495 shares worth $3.22M. The position accounts for 0.22% of the portfolio, ranked #79.

Beaumont Financial Advisors first reported a position in PM in Q4 2013 and has held it in 9 quarters since. The position peaked at $3.74M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Beaumont Financial Advisors held 19,495 shares of Philip Morris worth $3.22M as of Q1 2026.
Beaumont Financial Advisors sold 1,950 Philip Morris shares in Q1 2026, an estimated $339K.
Philip Morris made up 0.22% of Beaumont Financial Advisors's portfolio in Q1 2026, its #79 holding.
Beaumont Financial Advisors first reported a position in Philip Morris in Q4 2013 and has held it in 9 quarters since.
Beaumont Financial Advisors's Philip Morris position peaked at $3.74M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.