Birch Capital Management’s Philip Morris PM Stock Holding History

Birch Capital 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	$120K	Hold	665	–	–	0.06%	64
2026 Q1	$110K	Sell	665 -35	-5%	-$6.08K	0.06%	61
2025 Q4	$112K	Hold	700	–	–	0.06%	62
2025 Q3	$114K	Hold	700	–	–	0.06%	65
2025 Q2	$127K	Hold	700	–	–	0.07%	62
2025 Q1	$111K	Hold	700	–	–	0.06%	65
2024 Q4	$84.2K	Buy	+700	New	+$88.3K	0.04%	71

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Birch Capital Management's PM Position: Q2 2026 in Review

Birch Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 665 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #64.

Birch Capital Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $127K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Birch Capital Management held 665 shares of Philip Morris worth $120K as of Q2 2026.
Birch Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.06% of Birch Capital Management's portfolio in Q2 2026, its #64 holding.
Birch Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Birch Capital Management's Philip Morris position peaked at $127K in Q2 2025.
1,241 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.