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 Q3	$127K	Hold	665	–	–	0.06%	62
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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Birch Capital Management's PM Position: Q3 2026 in Review

Birch Capital Management held its Philip Morris (PM) position steady in Q3 2026 at 665 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #62.

Birch Capital Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $127K in Q2 2025. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Birch Capital Management held 665 shares of Philip Morris worth $127K as of Q3 2026.
Birch Capital Management left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.06% of Birch Capital Management's portfolio in Q3 2026, its #62 holding.
Birch Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
Birch Capital Management's Philip Morris position peaked at $127K in Q2 2025.
2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.