Biltmore Family Office’s Philip Morris PM Stock Holding History

Biltmore Family Office’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	$587K	Sell	3,221 -82	-2%	-$14.2K	0.08%	153
2026 Q1	$551K	Buy	+3,303	New	+$574K	0.08%	151
2019 Q4	–	Sell	-13,478	Closed	-$1.04M	–	218
2019 Q3	$1.04M	Buy	+13,478	New	+$1.07M	0.45%	65
2018 Q4	–	Sell	-2,976	Closed	-$247K	–	148
2018 Q3	$247K	Sell	2,976 -1,088	-27%	-$89.3K	0.12%	136
2018 Q2	$333K	Sell	4,064 -43,885	-92%	-$3.72M	0.17%	111
2018 Q1	$4.82M	Hold	47,949	–	–	2.14%	10
2017 Q4	$5.12M	Buy	+47,949	New	+$5.11M	2.31%	8

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Biltmore Family Office's PM Position: Q2 2026 in Review

Biltmore Family Office reduced its Philip Morris (PM) stake by 2.5% in Q2 2026, selling an estimated $14.2K and leaving 3,221 shares worth $587K. The position accounts for 0.08% of the portfolio, ranked #153.

Biltmore Family Office first reported a position in PM in Q4 2017 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Biltmore Family Office held 3,221 shares of Philip Morris worth $587K as of Q2 2026.
Biltmore Family Office sold 82 Philip Morris shares in Q2 2026, an estimated $14.2K.
Philip Morris made up 0.08% of Biltmore Family Office's portfolio in Q2 2026, its #153 holding.
Biltmore Family Office first reported a position in Philip Morris in Q4 2017 and has held it in 7 quarters since.
Biltmore Family Office's Philip Morris position peaked at $5.12M in Q4 2017.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.