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Bolthouse Investments’s Philip Morris PM Stock Holding History

Bolthouse Investments’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 		$213K Buy
+1,177
New +$204K 0.17% 82
2025
Q3 		– Sell
-1,177
Closed -$214K – 76
2025
Q2 		$214K Buy
+1,177
New +$202K 0.21% 71

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

Bolthouse Investments's PM Position: Q2 2026 in Review

Bolthouse Investments opened a new position in Philip Morris (PM) in Q2 2026: 1,177 shares worth $213K. The stake represents 0.17% of the portfolio and ranks #82 among its holdings. This is a return to the name: Bolthouse Investments previously reported a position in PM as recently as Q2 2025.

Bolthouse Investments first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $214K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bolthouse Investments held 1,177 shares of Philip Morris worth $213K as of Q2 2026.
  • Philip Morris was a new Bolthouse Investments position in Q2 2026.
  • Philip Morris made up 0.17% of Bolthouse Investments's portfolio in Q2 2026, its #82 holding.
  • Bolthouse Investments first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Bolthouse Investments's Philip Morris position peaked at $214K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.