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Bright Financial Advisors’s Philip Morris PM Stock Holding History

Bright Financial 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
Q1 		$474K Sell
2,868
-275
-9% -$47.8K 0.22% 40
2025
Q4 		$504K Buy
3,143
+1
+0% +$155 0.24% 40
2025
Q3 		$510K Buy
3,142
+1,521
+94% +$256K 0.25% 37
2025
Q2 		$295K Buy
1,621
+1
+0.1% +$172 0.16% 46
2025
Q1 		$257K Buy
+1,620
New +$229K 0.16% 49

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bright Financial Advisors's PM Position: Q1 2026 in Review

Bright Financial Advisors reduced its Philip Morris (PM) stake by 8.7% in Q1 2026, selling an estimated $47.8K and leaving 2,868 shares worth $474K. The position accounts for 0.22% of the portfolio, ranked #40.

Bright Financial Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $510K in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bright Financial Advisors held 2,868 shares of Philip Morris worth $474K as of Q1 2026.
  • Bright Financial Advisors sold 275 Philip Morris shares in Q1 2026, an estimated $47.8K.
  • Philip Morris made up 0.22% of Bright Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Bright Financial Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Bright Financial Advisors's Philip Morris position peaked at $510K in Q3 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.