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 Q3	$1.71M	Sell	8,958 -2,653	-23%	-$501K	0.8%	25
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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Birch Financial Group's PM Position: Q3 2026 in Review

Birch Financial Group reduced its Philip Morris (PM) stake by 23% in Q3 2026, selling an estimated $501K and leaving 8,958 shares worth $1.71M. The position accounts for 0.8% of the portfolio, ranked #25.

Birch Financial Group first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q2 2026. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Birch Financial Group held 8,958 shares of Philip Morris worth $1.71M as of Q3 2026.
Birch Financial Group sold 2,653 Philip Morris shares in Q3 2026, an estimated $501K.
Philip Morris made up 0.8% of Birch Financial Group's portfolio in Q3 2026, its #25 holding.
Birch Financial Group first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Philip Morris position peaked at $2.1M in Q2 2026.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

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