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Belleair Asset Management’s Philip Morris PM Stock Holding History

Belleair Asset 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 		$353K Hold
1,950
– – 0.3% 58
2026
Q1 		$322K Hold
1,950
– – 0.29% 64
2025
Q4 		$313K Buy
+1,950
New +$302K 0.3% 64

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Sumitomo Mitsui Trust Group
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Truist Financial
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Belleair Asset Management's PM Position: Q2 2026 in Review

Belleair Asset Management held its Philip Morris (PM) position steady in Q2 2026 at 1,950 shares worth $353K. The position accounts for 0.3% of the portfolio, ranked #58.

Belleair Asset Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 1,784 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Belleair Asset Management held 1,950 shares of Philip Morris worth $353K as of Q2 2026.
  • Belleair Asset Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.3% of Belleair Asset Management's portfolio in Q2 2026, its #58 holding.
  • Belleair Asset Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 1,784 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.