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Beverly Hills Private Wealth’s Philip Morris PM Stock Holding History

Beverly Hills Private Wealth’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 		$5.34M Sell
29,510
-27,611
-48% -$4.79M 1.02% 29
2026
Q1 		$9.44M Sell
57,121
-1,232
-2% -$214K 1.57% 13
2025
Q4 		$9.36M Sell
58,353
-472
-0.8% -$73.1K 1.6% 10
2025
Q3 		$9.54M Sell
58,825
-1,472
-2% -$248K 1.68% 11
2025
Q2 		$11M Sell
60,297
-7,610
-11% -$1.31M 2.06% 8
2025
Q1 		$10.8M Buy
67,907
+1,187
+2% +$168K 2.13% 7
2024
Q4 		$8.03M Sell
66,720
-145
-0.2% -$18.3K 1.62% 9
2024
Q3 		$8.12M Buy
66,865
+127
+0.2% +$14.8K 1.64% 8
2024
Q2 		$6.76M Buy
66,738
+12,045
+22% +$1.18M 1.47% 9
2024
Q1 		$5.01M Sell
54,693
-2,987
-5% -$275K 1.16% 14
2023
Q4 		$5.43M Buy
57,680
+10,373
+22% +$956K 1.42% 9
2023
Q3 		$4.38M Sell
47,307
-45,478
-49% -$4.38M 1.3% 14
2023
Q2 		$8.93M Buy
92,785
+49,342
+114% +$4.71M 1.47% 11
2023
Q1 		$4.22M Buy
43,443
+8,935
+26% +$890K 1.31% 13
2022
Q4 		$3.49M Buy
+34,508
New +$3.26M 1.53% 10

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

Beverly Hills Private Wealth's PM Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Philip Morris (PM) stake by 48% in Q2 2026, selling an estimated $4.79M and leaving 29,510 shares worth $5.34M. The position accounts for 1.02% of the portfolio, ranked #29.

Beverly Hills Private Wealth first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Beverly Hills Private Wealth held 29,510 shares of Philip Morris worth $5.34M as of Q2 2026.
  • Beverly Hills Private Wealth sold 27,611 Philip Morris shares in Q2 2026, an estimated $4.79M.
  • Philip Morris made up 1.02% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Beverly Hills Private Wealth first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Philip Morris position peaked at $11M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.