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Boyd Watterson Asset Management’s Philip Morris PM Stock Holding History

Boyd Watterson Asset Management’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 		$56.4K Hold
312
– – 0.02% 178
2026
Q1 		$51.6K Hold
312
– – 0.02% 180
2025
Q4 		$50K Sell
312
-6
-2% -$930 0.01% 186
2025
Q3 		$51.6K Sell
318
-4
-1% -$673 0.02% 183
2025
Q2 		$58.6K Hold
322
– – 0.02% 175
2025
Q1 		$51.1K Hold
322
– – 0.02% 182
2024
Q4 		$38.8K Hold
322
– – 0.01% 204
2024
Q3 		$39.1K Hold
322
– – 0.01% 203
2024
Q2 		$32.6K Hold
322
– – 0.01% 214
2024
Q1 		$29.5K Buy
322
+230
+250% +$21.2K 0.01% 224
2023
Q4 		$8.65K Hold
92
– – ﹤0.01% 314
2023
Q3 		$8.52K Hold
92
– – ﹤0.01% 309
2023
Q2 		$8.98K Hold
92
– – ﹤0.01% 309
2023
Q1 		$8.95K Hold
92
– – ﹤0.01% 312
2022
Q4 		$9.31K Buy
+92
New +$8.68K ﹤0.01% 312

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 $3.37T AUM 44.26% 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

Boyd Watterson Asset Management's PM Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Philip Morris (PM) position steady in Q2 2026 at 312 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #178.

Boyd Watterson Asset Management first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.6K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Boyd Watterson Asset Management held 312 shares of Philip Morris worth $56.4K as of Q2 2026.
  • Boyd Watterson Asset Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #178 holding.
  • Boyd Watterson Asset Management first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Boyd Watterson Asset Management's Philip Morris position peaked at $58.6K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.