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Blueprint Investment Partners’s Philip Morris PM Stock Holding History

Blueprint Investment Partners’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 		$2.15M Buy
+11,891
New +$2.06M 0.18% 80
2025
Q2 		– Sell
-11,100
Closed -$1.76M – 94
2025
Q1 		$1.76M Sell
11,100
-502
-4% -$71.1K 0.32% 50
2024
Q4 		$1.4M Buy
11,602
+6,084
+110% +$768K 0.22% 66
2024
Q3 		$670K Sell
5,518
-63
-1% -$7.32K 0.12% 88
2024
Q2 		$566K Buy
+5,581
New +$546K 0.12% 75
2023
Q2 		– Sell
-6,657
Closed -$647K – 204
2023
Q1 		$647K Sell
6,657
-1,962
-23% -$196K 0.15% 90
2022
Q4 		$872K Buy
+8,619
New +$813K 0.18% 88
2022
Q3 		– Sell
-7,438
Closed -$734K – 180
2022
Q2 		$734K Buy
7,438
+1,457
+24% +$149K 0.2% 72
2022
Q1 		$562K Buy
5,981
+5,007
+514% +$501K 0.14% 96
2021
Q4 		$92.5K Sell
974
-1,523
-61% -$142K 0.02% 238
2021
Q3 		$237K Buy
+2,497
New +$251K 0.12% 120

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

Blueprint Investment Partners's PM Position: Q2 2026 in Review

Blueprint Investment Partners opened a new position in Philip Morris (PM) in Q2 2026: 11,891 shares worth $2.15M. The stake represents 0.18% of the portfolio and ranks #80 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in PM as recently as Q1 2025.

Blueprint Investment Partners first reported a position in PM in Q3 2021 and has held it in 11 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Blueprint Investment Partners held 11,891 shares of Philip Morris worth $2.15M as of Q2 2026.
  • Philip Morris was a new Blueprint Investment Partners position in Q2 2026.
  • Philip Morris made up 0.18% of Blueprint Investment Partners's portfolio in Q2 2026, its #80 holding.
  • Blueprint Investment Partners first reported a position in Philip Morris in Q3 2021 and has held it in 11 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.