Borer Denton & Associates’s Philip Morris PM Stock Holding History

Borer Denton & Associates’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	–	Sell	-2,810	Closed	-$465K	–	77
2026 Q1	$465K	Hold	2,810	–	–	0.17%	49
2025 Q4	$451K	Buy	+2,810	New	+$435K	0.15%	49
2024 Q1	–	Sell	-3,340	Closed	-$314K	–	62
2023 Q4	$314K	Sell	3,340 -53	-2%	-$4.88K	0.12%	50
2023 Q3	$314K	Buy	3,393 +53	+2%	+$5.1K	0.13%	52
2023 Q2	$326K	Hold	3,340	–	–	0.13%	54
2023 Q1	$325K	Buy	3,340 +9	+0.3%	+$897	0.13%	53
2022 Q4	$337K	Hold	3,331	–	–	0.15%	51
2022 Q3	$277K	Hold	3,331	–	–	0.14%	52
2022 Q2	$329K	Hold	3,331	–	–	0.16%	49
2022 Q1	$313K	Buy	+3,331	New	+$333K	0.13%	49

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Borer Denton & Associates's PM Position: Q2 2026 in Review

Borer Denton & Associates sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,810 shares — an estimated $465K sold.

Borer Denton & Associates first reported a position in PM in Q1 2022 and held it in 10 quarters. The position peaked at $465K in Q1 2026. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Borer Denton & Associates reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Borer Denton & Associates sold 2,810 Philip Morris shares in Q2 2026, an estimated $465K.
Borer Denton & Associates first reported a position in Philip Morris in Q1 2022 and held it in 10 quarters.
Borer Denton & Associates's Philip Morris position peaked at $465K in Q1 2026.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.