BEI
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Benjamin Edwards Inc’s Philip Morris PM Stock Holding History

Benjamin Edwards Inc’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 		$37.2M Buy
205,344
+82,013
+66% +$14.2M 0.34% 80
2026
Q1 		$20.4M Buy
123,331
+21,552
+21% +$3.75M 0.2% 132
2025
Q4 		$16.3M Buy
101,779
+14,200
+16% +$2.2M 0.18% 136
2025
Q3 		$14.2M Buy
87,579
+16,062
+22% +$2.7M 0.16% 145
2025
Q2 		$13M Buy
71,517
+24,411
+52% +$4.19M 0.17% 140
2025
Q1 		$7.48M Buy
47,106
+3,330
+8% +$472K 0.1% 197
2024
Q4 		$5.27M Sell
43,776
-1,038
-2% -$131K 0.08% 254
2024
Q3 		$5.44M Buy
44,814
+34,565
+337% +$4.02M 0.08% 246
2024
Q2 		$1.04M Buy
10,249
+3,346
+48% +$327K 0.2% 131
2024
Q1 		$632K Sell
6,903
-176
-2% -$16.2K 0.13% 186
2023
Q4 		$666K Buy
7,079
+617
+10% +$56.8K 0.15% 164
2023
Q3 		$598K Sell
6,462
-33
-0.5% -$3.18K 0.14% 161
2023
Q2 		$634K Sell
6,495
-10
-0.2% -$955 0.15% 156
2023
Q1 		$633K Buy
6,505
+2,953
+83% +$294K 0.15% 161
2022
Q4 		$359K Buy
3,552
+268
+8% +$25.3K 0.09% 205
2022
Q3 		$273K Buy
3,284
+243
+8% +$23.2K 0.08% 217
2022
Q2 		$300K Buy
3,041
+497
+20% +$50.7K 0.09% 216
2022
Q1 		$239K Buy
2,544
+857
+51% +$85.7K 0.07% 258
2021
Q4 		$160K Buy
1,687
+1,241
+278% +$116K 0.05% 288
2021
Q3 		$42K Buy
446
+346
+346% +$34.8K 0.03% 326
2021
Q2 		$10K Hold
100
– – 0.01% 360
2021
Q1 		$9K Hold
100
– – 0.01% 331
2020
Q4 		$8K Hold
100
– – 0.01% 334
2020
Q3 		$7K Hold
100
– – 0.01% 326
2020
Q2 		$7K Hold
100
– – 0.01% 315
2020
Q1 		$7K Hold
100
– – 0.01% 305
2019
Q4 		$9K Hold
100
– – 0.02% 230
2019
Q3 		$8K Sell
100
-85
-46% -$6.74K 0.02% 236
2019
Q2 		$15K Hold
185
– – 0.04% 184
2019
Q1 		$16K Buy
+185
New +$14.9K 0.08% 177

Other funds holding PM

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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

Benjamin Edwards Inc's PM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Philip Morris (PM) stake by 66% in Q2 2026, buying an estimated $14.2M and bringing the position to 205,344 shares worth $37.2M. The position accounts for 0.34% of the portfolio, ranked #80.

Benjamin Edwards Inc first reported a position in PM in Q1 2019 and has held it in 30 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Benjamin Edwards Inc held 205,344 shares of Philip Morris worth $37.2M as of Q2 2026.
  • Benjamin Edwards Inc bought 82,013 Philip Morris shares in Q2 2026, an estimated $14.2M.
  • Philip Morris made up 0.34% of Benjamin Edwards Inc's portfolio in Q2 2026, its #80 holding.
  • Benjamin Edwards Inc first reported a position in Philip Morris in Q1 2019 and has held it in 30 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.