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 Q3	$388K	Sell	2,033 -60	-3%	-$11.3K	0.13%	121
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

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

BKM Wealth Management's PM Position: Q3 2026 in Review

BKM Wealth Management reduced its Philip Morris (PM) stake by 2.9% in Q3 2026, selling an estimated $11.3K and leaving 2,033 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #121.

BKM Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $449K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

BKM Wealth Management held 2,033 shares of Philip Morris worth $388K as of Q3 2026.
BKM Wealth Management sold 60 Philip Morris shares in Q3 2026, an estimated $11.3K.
Philip Morris made up 0.13% of BKM Wealth Management's portfolio in Q3 2026, its #121 holding.
BKM Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Philip Morris position peaked at $449K in Q2 2025.
1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.