Birch Hill Investment Advisors’s Philip Morris PM Stock Holding History

Birch Hill Investment Advisors’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	$990K	Hold	5,471	–	–	0.04%	117
2026 Q1	$905K	Sell	5,471 -50	-0.9%	-$8.69K	0.04%	116
2025 Q4	$886K	Buy	5,521 +50	+0.9%	+$7.75K	0.04%	115
2025 Q3	$887K	Hold	5,471	–	–	0.04%	117
2025 Q2	$996K	Hold	5,471	–	–	0.04%	113
2025 Q1	$868K	Hold	5,471	–	–	0.04%	115
2024 Q4	$658K	Buy	5,471 +71	+1%	+$8.96K	0.03%	127
2024 Q3	$656K	Hold	5,400	–	–	0.03%	124
2024 Q2	$547K	Hold	5,400	–	–	0.03%	130
2024 Q1	$495K	Hold	5,400	–	–	0.02%	130
2023 Q4	$508K	Hold	5,400	–	–	0.03%	118
2023 Q3	$500K	Hold	5,400	–	–	0.03%	115
2023 Q2	$527K	Hold	5,400	–	–	0.03%	112
2023 Q1	$525K	Hold	5,400	–	–	0.03%	115
2022 Q4	$547K	Hold	5,400	–	–	0.03%	112
2022 Q3	$448K	Hold	5,400	–	–	0.03%	111
2022 Q2	$533K	Hold	5,400	–	–	0.03%	112
2022 Q1	$507K	Buy	5,400 +600	+13%	+$60K	0.03%	119
2021 Q4	$456K	Hold	4,800	–	–	0.02%	129
2021 Q3	$455K	Hold	4,800	–	–	0.02%	126
2021 Q2	$476K	Hold	4,800	–	–	0.03%	122
2021 Q1	$426K	Hold	4,800	–	–	0.02%	122
2020 Q4	$397K	Hold	4,800	–	–	0.02%	120
2020 Q3	$360K	Hold	4,800	–	–	0.02%	114
2020 Q2	$336K	Hold	4,800	–	–	0.02%	117
2020 Q1	$350K	Hold	4,800	–	–	0.03%	105
2019 Q4	$408K	Hold	4,800	–	–	0.03%	119
2019 Q3	$364K	Hold	4,800	–	–	0.03%	120
2019 Q2	$377K	Hold	4,800	–	–	0.03%	120
2019 Q1	$424K	Sell	4,800 -100	-2%	-$8.05K	0.03%	116
2018 Q4	$327K	Hold	4,900	–	–	0.03%	124
2018 Q3	$400K	Buy	4,900 +100	+2%	+$8.21K	0.03%	124
2018 Q2	$388K	Buy	+4,800	New	+$407K	0.03%	121

Other funds holding PM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Birch Hill Investment Advisors's PM Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 5,471 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #117.

Birch Hill Investment Advisors first reported a position in PM in Q2 2018 and has held it in 33 quarters since. The position peaked at $996K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Birch Hill Investment Advisors held 5,471 shares of Philip Morris worth $990K as of Q2 2026.
Birch Hill Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #117 holding.
Birch Hill Investment Advisors first reported a position in Philip Morris in Q2 2018 and has held it in 33 quarters since.
Birch Hill Investment Advisors's Philip Morris position peaked at $996K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.