Bernicke Wealth Management’s Philip Morris PM Stock Holding History

Bernicke Wealth 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	$228K	Buy	+1,261	New	+$219K	0.03%	103

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bernicke Wealth Management's PM Position: Q2 2026 in Review

Bernicke Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,261 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #103 among its holdings.

2,531 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Bernicke Wealth Management held 1,261 shares of Philip Morris worth $228K as of Q2 2026.
Philip Morris was a new Bernicke Wealth Management position in Q2 2026.
Philip Morris made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #103 holding.
2,531 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.