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Birchcreek Wealth Management’s Philip Morris PM Stock Holding History

Birchcreek Wealth 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 		$324K Buy
+1,789
New +$310K 0.13% 104
2021
Q1 		– Sell
-489
Closed -$40K – 239
2020
Q4 		$40K Buy
+489
New +$38.1K 0.04% 243

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Birchcreek Wealth Management's PM Position: Q2 2026 in Review

Birchcreek Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,789 shares worth $324K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Birchcreek Wealth Management previously reported a position in PM as recently as Q4 2020.

Birchcreek Wealth Management first reported a position in PM in Q4 2020 and has held it in 2 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Birchcreek Wealth Management held 1,789 shares of Philip Morris worth $324K as of Q2 2026.
  • Philip Morris was a new Birchcreek Wealth Management position in Q2 2026.
  • Philip Morris made up 0.13% of Birchcreek Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Birchcreek Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 2 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.