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Birch Financial Group’s Philip Morris PM Stock Holding History

Birch Financial Group’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 		$2.1M Sell
11,611
-147
-1% -$25.5K 1.08% 23
2026
Q1 		$1.94M Buy
11,758
+1,260
+12% +$219K 1.14% 21
2025
Q4 		$1.68M Buy
10,498
+2,916
+38% +$452K 0.96% 24
2025
Q3 		$1.23M Buy
7,582
+1,839
+32% +$309K 0.72% 31
2025
Q2 		$1.05M Buy
5,743
+2,659
+86% +$457K 0.84% 25
2025
Q1 		$489K Sell
3,084
-143
-4% -$20.3K 0.44% 52
2024
Q4 		$388K Buy
+3,227
New +$407K 0.44% 50

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Birch Financial Group's PM Position: Q2 2026 in Review

Birch Financial Group reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 11,611 shares worth $2.1M. The position accounts for 1.08% of the portfolio, ranked #23.

Birch Financial Group first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Birch Financial Group held 11,611 shares of Philip Morris worth $2.1M as of Q2 2026.
  • Birch Financial Group sold 147 Philip Morris shares in Q2 2026, an estimated $25.5K.
  • Philip Morris made up 1.08% of Birch Financial Group's portfolio in Q2 2026, its #23 holding.
  • Birch Financial Group first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.