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Blue Bell Private Wealth Management’s Philip Morris PM Stock Holding History

Blue Bell Private 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 		$13.6K Sell
75
-325
-81% -$56.4K ﹤0.01% 560
2026
Q1 		$66.1K Hold
400
– – 0.01% 386
2025
Q4 		$64.2K Hold
400
– – 0.01% 380
2025
Q3 		$64.9K Sell
400
-67
-14% -$11.3K 0.01% 370
2025
Q2 		$85.1K Buy
467
+35
+8% +$6.01K 0.01% 327
2025
Q1 		$68.6K Hold
432
– – 0.01% 340
2024
Q4 		$52K Sell
432
-146
-25% -$18.4K 0.01% 350
2024
Q3 		$70.2K Buy
578
+56
+11% +$6.51K 0.01% 319
2024
Q2 		$52.9K Hold
522
– – 0.01% 346
2024
Q1 		$47.8K Hold
522
– – 0.01% 359
2023
Q4 		$49.1K Hold
522
– – 0.01% 323
2023
Q3 		$48.3K Sell
522
-50
-9% -$4.81K 0.01% 265
2023
Q2 		$55.8K Buy
572
+500
+694% +$47.8K 0.01% 245
2023
Q1 		$7K Hold
72
– – ﹤0.01% 423
2022
Q4 		$7.29K Hold
72
– – ﹤0.01% 412
2022
Q3 		$6K Hold
72
– – ﹤0.01% 446
2022
Q2 		$7K Buy
72
+22
+44% +$2.24K ﹤0.01% 452
2022
Q1 		$5K Sell
50
-100
-67% -$10K ﹤0.01% 556
2021
Q4 		$14K Buy
+150
New +$14K ﹤0.01% 351
2016
Q4 		– Sell
-255
Closed -$25K – 365
2016
Q3 		$25K Buy
255
+50
+24% +$5.01K 0.01% 267
2016
Q2 		$21K Hold
205
– – 0.01% 291
2016
Q1 		$20K Sell
205
-50
-20% -$4.58K 0.01% 299
2015
Q4 		$22K Hold
255
– – 0.01% 293
2015
Q3 		$20K Hold
255
– – 0.01% 309
2015
Q2 		$20K Hold
255
– – 0.01% 315
2015
Q1 		$19K Sell
255
-94
-27% -$7.63K 0.01% 315
2014
Q4 		$28K Hold
349
– – 0.02% 281
2014
Q3 		$29K Hold
349
– – 0.02% 300
2014
Q2 		$29K Hold
349
– – 0.02% 286
2014
Q1 		$29K Buy
349
+1
+0.3% +$81 0.02% 249
2013
Q4 		$30K Buy
+348
New +$30.4K 0.02% 260

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

Blue Bell Private Wealth Management's PM Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Philip Morris (PM) stake by 81% in Q2 2026, selling an estimated $56.4K and leaving 75 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Blue Bell Private Wealth Management first reported a position in PM in Q4 2013 and has held it in 31 quarters since. The position peaked at $85.1K in Q2 2025. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Blue Bell Private Wealth Management held 75 shares of Philip Morris worth $13.6K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 325 Philip Morris shares in Q2 2026, an estimated $56.4K.
  • Philip Morris made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Blue Bell Private Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 31 quarters since.
  • Blue Bell Private Wealth Management's Philip Morris position peaked at $85.1K in Q2 2025.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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