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Bluesphere Advisors’s Philip Morris PM Stock Holding History

Bluesphere Advisors’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 		$2.78M Sell
16,832
-859
-5% -$149K 0.99% 14
2025
Q4 		$2.84M Buy
17,691
+85
+0.5% +$13.2K 1.26% 12
2025
Q3 		$2.86M Buy
17,606
+336
+2% +$56.5K 1.31% 13
2025
Q2 		$3.15M Buy
17,270
+1,761
+11% +$302K 1.57% 12
2025
Q1 		$2.46M Buy
15,509
+247
+2% +$35K 1.41% 11
2024
Q4 		$1.84M Buy
15,262
+286
+2% +$36.1K 0.9% 16
2024
Q3 		$1.82M Buy
14,976
+284
+2% +$33K 0.9% 20
2024
Q2 		$1.49M Buy
14,692
+1,113
+8% +$109K 0.76% 23
2024
Q1 		$1.24M Sell
13,579
-3,421
-20% -$315K 0.69% 24
2023
Q4 		$1.6M Buy
17,000
+113
+0.7% +$10.4K 0.99% 20
2023
Q3 		$1.56M Sell
16,887
-345
-2% -$33.2K 1.13% 17
2023
Q2 		$1.68M Buy
17,232
+95
+0.6% +$9.08K 1.17% 16
2023
Q1 		$1.67M Buy
17,137
+125
+0.7% +$12.5K 1.38% 14
2022
Q4 		$1.72M Buy
17,012
+1,179
+7% +$111K 1.53% 13
2022
Q3 		$1.31M Buy
15,833
+2,018
+15% +$192K 1.31% 11
2022
Q2 		$1.36M Sell
13,815
-517
-4% -$52.7K 1.32% 13
2022
Q1 		$1.35M Buy
14,332
+150
+1% +$15K 1.14% 17
2021
Q4 		$1.35M Buy
14,182
+51
+0.4% +$4.77K 1.12% 20
2021
Q3 		$1.34M Sell
14,131
-78
-0.5% -$7.85K 1.29% 18
2021
Q2 		$1.41M Sell
14,209
-6,284
-31% -$603K 1.25% 18
2021
Q1 		$1.82M Buy
20,493
+4,170
+26% +$354K 1.64% 18
2020
Q4 		$1.35M Buy
+16,323
New +$1.27M 1.45% 19

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bluesphere Advisors's PM Position: Q1 2026 in Review

Bluesphere Advisors reduced its Philip Morris (PM) stake by 4.9% in Q1 2026, selling an estimated $149K and leaving 16,832 shares worth $2.78M. The position accounts for 0.99% of the portfolio, ranked #14.

Bluesphere Advisors first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.15M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bluesphere Advisors held 16,832 shares of Philip Morris worth $2.78M as of Q1 2026.
  • Bluesphere Advisors sold 859 Philip Morris shares in Q1 2026, an estimated $149K.
  • Philip Morris made up 0.99% of Bluesphere Advisors's portfolio in Q1 2026, its #14 holding.
  • Bluesphere Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Bluesphere Advisors's Philip Morris position peaked at $3.15M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.