BWM
PM icon

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
Q2 		$379K Sell
2,093
-70
-3% -$12.1K 0.13% 115
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
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 $3.37T AUM 44.26% 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

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

BKM Wealth Management reduced its Philip Morris (PM) stake by 3.2% in Q2 2026, selling an estimated $12.1K and leaving 2,093 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #115.

BKM Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $449K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BKM Wealth Management held 2,093 shares of Philip Morris worth $379K as of Q2 2026.
  • BKM Wealth Management sold 70 Philip Morris shares in Q2 2026, an estimated $12.1K.
  • Philip Morris made up 0.13% of BKM Wealth Management's portfolio in Q2 2026, its #115 holding.
  • BKM Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Philip Morris position peaked at $449K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.