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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BIP Wealth's PM Position: Q1 2026 in Review

BIP Wealth increased its Philip Morris (PM) stake by 7.2% in Q1 2026, buying an estimated $86.7K and bringing the position to 7,435 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #174.

BIP Wealth first reported a position in PM in Q1 2023 and has held it in 13 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • BIP Wealth held 7,435 shares of Philip Morris worth $1.23M as of Q1 2026.
  • BIP Wealth bought 499 Philip Morris shares in Q1 2026, an estimated $86.7K.
  • Philip Morris made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #174 holding.
  • BIP Wealth first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.