BOK Financial Private Wealth’s Philip Morris PM Stock Holding History

BOK Financial Private Wealth’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	$451K	Hold	2,700	–	–	0.03%	132
2025 Q4	$437K	Buy	2,700 +1,200	+80%	+$186K	0.03%	134
2025 Q3	$243K	Hold	1,500	–	–	0.02%	164
2025 Q2	$275K	Hold	1,500	–	–	0.02%	150
2025 Q1	$240K	Sell	1,500 -40	-3%	-$5.67K	0.02%	158
2024 Q4	$187K	Sell	1,540 -410	-21%	-$51.7K	0.01%	173
2024 Q3	$239K	Buy	1,950 +1,650	+550%	+$192K	0.02%	163
2024 Q2	$30.8K	Hold	300	–	–	﹤0.01%	309
2024 Q1	$27.9K	Hold	300	–	–	﹤0.01%	304
2023 Q4	$28.6K	Hold	300	–	–	﹤0.01%	297
2023 Q3	$28.2K	Hold	300	–	–	﹤0.01%	275
2023 Q2	$29.7K	Sell	300 -23	-7%	-$2.2K	﹤0.01%	270
2023 Q1	$31.8K	Buy	+323	New	+$32.2K	﹤0.01%	280
2022 Q2	–	Sell	-5,251	Closed	-$493K	–	435
2022 Q1	$493K	Buy	5,251 +1,777	+51%	+$178K	0.04%	175
2021 Q4	$330K	Sell	3,474 -1,425	-29%	-$133K	0.02%	211
2021 Q3	$464K	Buy	4,899 +1,197	+32%	+$120K	0.04%	153
2021 Q2	$367K	Buy	3,702 +1,147	+45%	+$110K	0.03%	161
2021 Q1	$227K	Buy	+2,555	New	+$217K	0.02%	176
2020 Q1	–	Sell	-3,440	Closed	-$293K	–	200
2019 Q4	$293K	Buy	+3,440	New	+$284K	0.02%	158
2013 Q4	–	Sell	-2,513	Closed	-$218K	–	70
2013 Q3	$218K	Hold	2,513	–	–	0.04%	62
2013 Q2	$218K	Buy	+2,513	New	+$234K	0.05%	51

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial Private Wealth's PM Position: Q1 2026 in Review

BOK Financial Private Wealth held its Philip Morris (PM) position steady in Q1 2026 at 2,700 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #132.

BOK Financial Private Wealth first reported a position in PM in Q2 2013 and has held it in 21 quarters since. The position peaked at $493K in Q1 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

BOK Financial Private Wealth held 2,700 shares of Philip Morris worth $451K as of Q1 2026.
BOK Financial Private Wealth left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.03% of BOK Financial Private Wealth's portfolio in Q1 2026, its #132 holding.
BOK Financial Private Wealth first reported a position in Philip Morris in Q2 2013 and has held it in 21 quarters since.
BOK Financial Private Wealth's Philip Morris position peaked at $493K in Q1 2022.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.