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BIP Wealth’s Philip Morris PM Stock Holding History

BIP 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 		$1.74M Buy
9,630
+2,195
+30% +$381K 0.05% 195
2026
Q1 		$1.23M Buy
7,435
+499
+7% +$86.7K 0.05% 174
2025
Q4 		$1.11M Sell
6,936
-472
-6% -$73.1K 0.04% 199
2025
Q3 		$1.2M Buy
7,408
+1,832
+33% +$308K 0.06% 111
2025
Q2 		$1.02M Sell
5,576
-511
-8% -$87.8K 0.06% 100
2025
Q1 		$966K Buy
6,087
+120
+2% +$17K 0.06% 101
2024
Q4 		$718K Buy
5,967
+89
+2% +$11.2K 0.05% 127
2024
Q3 		$714K Buy
5,878
+3,573
+155% +$415K 0.05% 113
2024
Q2 		$234K Hold
2,305
– – 0.02% 172
2024
Q1 		$211K Sell
2,305
-95
-4% -$8.76K 0.02% 206
2023
Q4 		$226K Hold
2,400
– – 0.02% 181
2023
Q3 		$222K Hold
2,400
– – 0.02% 163
2023
Q2 		$234K Sell
2,400
-968
-29% -$92.5K 0.02% 165
2023
Q1 		$328K Buy
+3,368
New +$336K 0.04% 137

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

BIP Wealth's PM Position: Q2 2026 in Review

BIP Wealth increased its Philip Morris (PM) stake by 30% in Q2 2026, buying an estimated $381K and bringing the position to 9,630 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #195.

BIP Wealth first reported a position in PM in Q1 2023 and has held it in 14 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BIP Wealth held 9,630 shares of Philip Morris worth $1.74M as of Q2 2026.
  • BIP Wealth bought 2,195 Philip Morris shares in Q2 2026, an estimated $381K.
  • Philip Morris made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #195 holding.
  • BIP Wealth first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.