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Bridgewater Advisors’s Philip Morris PM Stock Holding History

Bridgewater Advisors’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 		$1.26M Buy
6,701
+40
+0.6% +$6.94K 0.07% 135
2026
Q1 		$1.23M Sell
6,661
-164
-2% -$28.5K 0.07% 119
2025
Q4 		$1.15M Buy
6,825
+142
+2% +$22K 0.07% 123
2025
Q3 		$1M Sell
6,683
-298
-4% -$50.1K 0.07% 126
2025
Q2 		$1.14M Buy
6,981
+260
+4% +$44.6K 0.09% 119
2025
Q1 		$1.14M Buy
+6,721
New +$952K 0.1% 106
2014
Q2 		$412K Buy
4,882
+101
+2% +$8.7K 0.34% 58
2014
Q1 		$391K Buy
4,781
+79
+2% +$6.38K 0.39% 54
2013
Q4 		$410K Buy
+4,702
New +$411K 0.42% 51

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

Bridgewater Advisors's PM Position: Q2 2026 in Review

Bridgewater Advisors increased its Philip Morris (PM) stake by 0.6% in Q2 2026, buying an estimated $6.94K and bringing the position to 6,701 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #135.

Bridgewater Advisors first reported a position in PM in Q4 2013 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bridgewater Advisors held 6,701 shares of Philip Morris worth $1.26M as of Q2 2026.
  • Bridgewater Advisors bought 40 Philip Morris shares in Q2 2026, an estimated $6.94K.
  • Philip Morris made up 0.07% of Bridgewater Advisors's portfolio in Q2 2026, its #135 holding.
  • Bridgewater Advisors first reported a position in Philip Morris in Q4 2013 and has held it in 9 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.