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Bernardo Wealth Planning’s Philip Morris PM Stock Holding History

Bernardo Wealth Planning’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 		$690K Buy
3,816
+182
+5% +$31.6K 0.12% 75
2026
Q1 		$601K Buy
3,634
+24
+0.7% +$4.17K 0.12% 72
2025
Q4 		$579K Buy
3,610
+18
+0.5% +$2.79K 0.11% 71
2025
Q3 		$583K Buy
3,592
+8
+0.2% +$1.35K 0.11% 69
2025
Q2 		$653K Buy
3,584
+62
+2% +$10.6K 0.14% 61
2025
Q1 		$559K Buy
3,522
+75
+2% +$10.6K 0.13% 62
2024
Q4 		$404K Buy
3,447
+7
+0.2% +$883 0.1% 75
2024
Q3 		$413K Buy
3,440
+51
+2% +$5.93K 0.1% 71
2024
Q2 		$343K Buy
3,389
+4
+0.1% +$391 0.09% 71
2024
Q1 		$310K Sell
3,385
-301
-8% -$27.8K 0.09% 79
2023
Q4 		$347K Buy
3,686
+639
+21% +$58.9K 0.11% 65
2023
Q3 		$282K Buy
3,047
+8
+0.3% +$770 0.11% 67
2023
Q2 		$297K Buy
3,039
+4
+0.1% +$382 0.12% 66
2023
Q1 		$295K Sell
3,035
-12
-0.4% -$1.2K 0.13% 68
2022
Q4 		$308K Hold
3,047
– – 0.14% 66
2022
Q3 		$263K Buy
3,047
+329
+12% +$31.4K 0.15% 68
2022
Q2 		$268K Sell
2,718
-8
-0.3% -$816 0.15% 65
2022
Q1 		$256K Hold
2,726
– – 0.13% 75
2021
Q4 		$259K Hold
2,726
– – 0.13% 69
2021
Q3 		$258K Buy
2,726
+175
+7% +$17.6K 0.15% 65
2021
Q2 		$252K Sell
2,551
-232
-8% -$22.3K 0.15% 66
2021
Q1 		$247K Sell
2,783
-3,846
-58% -$327K 0.16% 65
2020
Q4 		$548K Buy
6,629
+31
+0.5% +$2.41K 0.21% 90
2020
Q3 		$494K Sell
6,598
-99
-1% -$7.64K 0.22% 84
2020
Q2 		$469K Sell
6,697
-319
-5% -$23.3K 0.25% 77
2020
Q1 		$511K Buy
7,016
+69
+1% +$5.68K 0.36% 69
2019
Q4 		$591K Buy
6,947
+4
+0.1% +$330 0.36% 63
2019
Q3 		$527K Sell
6,943
-70
-1% -$5.55K 0.38% 63
2019
Q2 		$551K Sell
7,013
-116
-2% -$9.58K 0.43% 55
2019
Q1 		$630K Sell
7,129
-362
-5% -$29.2K 0.5% 49
2018
Q4 		$500K Buy
+7,491
New +$626K 0.44% 53

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

Bernardo Wealth Planning's PM Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Philip Morris (PM) stake by 5% in Q2 2026, buying an estimated $31.6K and bringing the position to 3,816 shares worth $690K. The position accounts for 0.12% of the portfolio, ranked #75.

Bernardo Wealth Planning first reported a position in PM in Q4 2018 and has held it in 31 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bernardo Wealth Planning held 3,816 shares of Philip Morris worth $690K as of Q2 2026.
  • Bernardo Wealth Planning bought 182 Philip Morris shares in Q2 2026, an estimated $31.6K.
  • Philip Morris made up 0.12% of Bernardo Wealth Planning's portfolio in Q2 2026, its #75 holding.
  • Bernardo Wealth Planning first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.