Boston Family Office’s Philip Morris PM Stock Holding History

Boston Family Office’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	$1.91M	Buy	10,570 +750	+8%	+$130K	0.12%	132
2026 Q1	$1.62M	Sell	9,820 -254	-3%	-$44.1K	0.11%	137
2025 Q4	$1.62M	Sell	10,074 -300	-3%	-$46.5K	0.1%	135
2025 Q3	$1.68M	Sell	10,374 -510	-5%	-$85.8K	0.11%	136
2025 Q2	$1.98M	Sell	10,884 -100	-0.9%	-$17.2K	0.13%	117
2025 Q1	$1.74M	Buy	10,984 +1,000	+10%	+$142K	0.12%	121
2024 Q4	$1.2M	Sell	9,984 -509	-5%	-$64.2K	0.08%	144
2024 Q3	$1.27M	Sell	10,493 -972	-8%	-$113K	0.09%	139
2024 Q2	$1.16M	Hold	11,465	–	–	0.08%	141
2024 Q1	$1.05M	Sell	11,465 -1,777	-13%	-$164K	0.08%	150
2023 Q4	$1.25M	Sell	13,242 -300	-2%	-$27.6K	0.09%	139
2023 Q3	$1.25M	Hold	13,542	–	–	0.1%	131
2023 Q2	$1.32M	Hold	13,542	–	–	0.1%	133
2023 Q1	$1.32M	Buy	13,542 +200	+1%	+$19.9K	0.11%	136
2022 Q4	$1.35M	Hold	13,342	–	–	0.11%	135
2022 Q3	$1.11M	Sell	13,342 -436	-3%	-$41.6K	0.1%	142
2022 Q2	$1.36M	Sell	13,778 -299	-2%	-$30.5K	0.11%	123
2022 Q1	$1.32M	Sell	14,077 -723	-5%	-$72.3K	0.09%	137
2021 Q4	$1.41M	Buy	14,800 +18	+0.1%	+$1.68K	0.09%	138
2021 Q3	$1.4M	Sell	14,782 -7,500	-34%	-$754K	0.1%	135
2021 Q2	$2.21M	Hold	22,282	–	–	0.16%	113
2021 Q1	$1.98M	Sell	22,282 -5,000	-18%	-$425K	0.15%	116
2020 Q4	$2.26M	Sell	27,282 -6,711	-20%	-$522K	0.17%	108
2020 Q3	$2.55M	Sell	33,993 -5,072	-13%	-$391K	0.23%	90
2020 Q2	$2.74M	Sell	39,065 -1,650	-4%	-$120K	0.27%	89
2020 Q1	$2.97M	Sell	40,715 -2,650	-6%	-$218K	0.35%	72
2019 Q4	$3.69M	Sell	43,365 -11,624	-21%	-$958K	0.35%	79
2019 Q3	$4.17M	Sell	54,989 -1,134	-2%	-$89.9K	0.43%	66
2019 Q2	$4.41M	Sell	56,123 -622	-1%	-$51.4K	0.46%	60
2019 Q1	$5.02M	Sell	56,745 -150	-0.3%	-$12.1K	0.54%	54
2018 Q4	$3.8M	Sell	56,895 -735	-1%	-$61.4K	0.47%	63
2018 Q3	$4.7M	Buy	57,630 +365	+0.6%	+$30K	0.5%	62
2018 Q2	$4.62M	Sell	57,265 -278	-0.5%	-$23.6K	0.52%	63
2018 Q1	$5.72M	Buy	57,543 +49	+0.1%	+$5.1K	0.65%	53
2017 Q4	$6.07M	Sell	57,494 -337	-0.6%	-$35.9K	0.67%	54
2017 Q3	$6.42M	Sell	57,831 -600	-1%	-$69.8K	0.73%	48
2017 Q2	$6.86M	Hold	58,431	–	–	0.81%	40
2017 Q1	$6.6M	Hold	58,431	–	–	0.81%	40
2016 Q4	$5.35M	Sell	58,431 -106	-0.2%	-$9.82K	0.69%	46
2016 Q3	$5.69M	Sell	58,537 -1,618	-3%	-$162K	0.74%	42
2016 Q2	$6.12M	Sell	60,155 -500	-0.8%	-$49.9K	0.79%	34
2016 Q1	$5.95M	Sell	60,655 -1,387	-2%	-$127K	0.78%	39
2015 Q4	$5.45M	Sell	62,042 -850	-1%	-$73.8K	0.75%	39
2015 Q3	$4.99M	Sell	62,892 -1,175	-2%	-$96.7K	0.7%	45
2015 Q2	$5.14M	Sell	64,067 -2,755	-4%	-$227K	0.65%	48
2015 Q1	$5.03M	Sell	66,822 -1,100	-2%	-$89.3K	0.63%	47
2014 Q4	$5.53M	Sell	67,922 -1,000	-1%	-$85.9K	0.69%	46
2014 Q3	$5.75M	Sell	68,922 -290	-0.4%	-$24.5K	0.74%	42
2014 Q2	$5.83M	Sell	69,212 -50	-0.1%	-$4.3K	0.74%	43
2014 Q1	$5.67M	Sell	69,262 -1,550	-2%	-$125K	0.75%	42
2013 Q4	$6.17M	Buy	70,812 +906	+1%	+$79.1K	0.81%	38
2013 Q3	$6.05M	Sell	69,906 -700	-1%	-$61.2K	0.86%	37
2013 Q2	$6.12M	Buy	+70,606	New	+$6.56M	0.93%	33

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

Boston Family Office's PM Position: Q2 2026 in Review

Boston Family Office increased its Philip Morris (PM) stake by 7.6% in Q2 2026, buying an estimated $130K and bringing the position to 10,570 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #132.

Boston Family Office first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.86M in Q2 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Boston Family Office held 10,570 shares of Philip Morris worth $1.91M as of Q2 2026.
Boston Family Office bought 750 Philip Morris shares in Q2 2026, an estimated $130K.
Philip Morris made up 0.12% of Boston Family Office's portfolio in Q2 2026, its #132 holding.
Boston Family Office first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Boston Family Office's Philip Morris position peaked at $6.86M in Q2 2017.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.