BKM Wealth Management’s Philip Morris PM Stock Holding History

BKM 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 Q1	$358K	Sell	2,163 -315	-13%	-$54.7K	0.13%	116
2025 Q4	$397K	Hold	2,478	–	–	0.15%	111
2025 Q3	$402K	Buy	2,478 +15	+0.6%	+$2.52K	0.15%	112
2025 Q2	$449K	Hold	2,463	–	–	0.18%	110
2025 Q1	$391K	Sell	2,463 -16	-0.6%	-$2.27K	0.16%	114
2024 Q4	$298K	Buy	2,479 +81	+3%	+$10.2K	0.12%	133
2024 Q3	$291K	Buy	+2,398	New	+$279K	0.12%	137
2024 Q2	–	Sell	-2,970	Closed	-$272K	–	186
2024 Q1	$272K	Buy	2,970 +1,219	+70%	+$112K	0.12%	138
2023 Q4	$165K	Buy	+1,751	New	+$161K	0.07%	163

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BKM Wealth Management's PM Position: Q1 2026 in Review

BKM Wealth Management reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $54.7K and leaving 2,163 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #116.

BKM Wealth Management first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $449K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

BKM Wealth Management held 2,163 shares of Philip Morris worth $358K as of Q1 2026.
BKM Wealth Management sold 315 Philip Morris shares in Q1 2026, an estimated $54.7K.
Philip Morris made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #116 holding.
BKM Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Philip Morris position peaked at $449K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.