B
PM icon

Bellecapital’s Philip Morris PM Stock Holding History

Bellecapital’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 		$1.23M Hold
6,819
– – 0.2% 52
2026
Q1 		$1.13M Sell
6,819
-2,165
-24% -$376K 0.2% 56
2025
Q4 		$1.44M Sell
8,984
-100
-1% -$15.5K 0.26% 49
2025
Q3 		$1.47M Buy
9,084
+6,319
+229% +$1.06M 0.24% 50
2025
Q2 		$504K Hold
2,765
– – 0.09% 76
2025
Q1 		$439K Sell
2,765
-1,335
-33% -$189K 0.09% 79
2024
Q4 		$493K Buy
4,100
+2,400
+141% +$303K 0.09% 85
2024
Q3 		$206K Buy
+1,700
New +$198K 0.04% 151
2023
Q2 		– Sell
-5,493
Closed -$534K – 185
2023
Q1 		$534K Hold
5,493
– – 0.13% 107
2022
Q4 		$556K Hold
5,493
– – 0.16% 96
2022
Q3 		$456K Hold
5,493
– – 0.14% 108
2022
Q2 		$542K Buy
5,493
+52
+1% +$5.3K 0.15% 104
2022
Q1 		$511K Buy
5,441
+52
+1% +$5.2K 0.16% 111
2021
Q4 		$512K Buy
5,389
+52
+1% +$4.86K 0.15% 116
2021
Q3 		$506K Buy
5,337
+50
+0.9% +$5.03K 0.15% 113
2021
Q2 		$524K Buy
5,287
+54
+1% +$5.18K 0.16% 114
2021
Q1 		$464K Buy
5,233
+58
+1% +$4.92K 0.14% 115
2020
Q4 		$428K Sell
5,175
-2
-0% -$156 0.14% 122
2020
Q3 		$388K Buy
5,177
+122
+2% +$9.41K 0.18% 103
2020
Q2 		$354K Buy
5,055
+60
+1% +$4.38K 0.17% 93
2020
Q1 		$364K Buy
4,995
+49
+1% +$4.03K 0.23% 85
2019
Q4 		$421K Buy
4,946
+56
+1% +$4.62K 0.22% 91
2019
Q3 		$371K Buy
+4,890
New +$387K 0.22% 90
2014
Q3 		– Sell
-5,500
Closed -$464K – 63
2014
Q2 		$464K Hold
5,500
– – 0.46% 47
2014
Q1 		$450K Hold
5,500
– – 0.39% 55
2013
Q4 		$479K Buy
+5,500
New +$480K 0.46% 51

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellecapital's PM Position: Q2 2026 in Review

Bellecapital held its Philip Morris (PM) position steady in Q2 2026 at 6,819 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #52.

Bellecapital first reported a position in PM in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.47M in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bellecapital held 6,819 shares of Philip Morris worth $1.23M as of Q2 2026.
  • Bellecapital left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.2% of Bellecapital's portfolio in Q2 2026, its #52 holding.
  • Bellecapital first reported a position in Philip Morris in Q4 2013 and has held it in 26 quarters since.
  • Bellecapital's Philip Morris position peaked at $1.47M in Q3 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.