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Brighton Jones LLC’s Philip Morris PM Stock Holding History

Brighton Jones LLC’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 		$4.56M Buy
+27,566
New +$4.79M 0.1% 139
2025
Q4 		– Sell
-31,647
Closed -$5.13M – 712
2025
Q3 		$5.13M Sell
31,647
-577
-2% -$97.1K 0.12% 106
2025
Q2 		$5.87M Buy
32,224
+9,110
+39% +$1.56M 0.16% 81
2025
Q1 		$3.67M Buy
23,114
+14,583
+171% +$2.07M 0.12% 107
2024
Q4 		$1.03M Buy
8,531
+2,023
+31% +$255K 0.03% 255
2024
Q3 		$790K Sell
6,508
-358
-5% -$41.6K 0.03% 245
2024
Q2 		$696K Buy
6,866
+249
+4% +$24.3K 0.02% 283
2024
Q1 		$606K Sell
6,617
-667
-9% -$61.5K 0.02% 309
2023
Q4 		$685K Buy
7,284
+1,467
+25% +$135K 0.03% 258
2023
Q3 		$538K Sell
5,817
-1,503
-21% -$145K 0.03% 269
2023
Q2 		$715K Buy
7,320
+287
+4% +$27.4K 0.04% 241
2023
Q1 		$684K Buy
7,033
+353
+5% +$35.2K 0.04% 234
2022
Q4 		$676K Sell
6,680
-2,323
-26% -$219K 0.04% 204
2022
Q3 		$747K Sell
9,003
-1,917
-18% -$183K 0.04% 190
2022
Q2 		$1.08M Buy
10,920
+221
+2% +$22.5K 0.06% 155
2022
Q1 		$1M Buy
10,699
+461
+5% +$46.1K 0.05% 175
2021
Q4 		$973K Sell
10,238
-364
-3% -$34K 0.05% 178
2021
Q3 		$1M Buy
10,602
+345
+3% +$34.7K 0.05% 158
2021
Q2 		$1.02M Sell
10,257
-129
-1% -$12.4K 0.05% 158
2021
Q1 		$922K Sell
10,386
-762
-7% -$64.7K 0.05% 157
2020
Q4 		$923K Sell
11,148
-100
-0.9% -$7.79K 0.06% 144
2020
Q3 		$843K Sell
11,248
-1,826
-14% -$141K 0.06% 130
2020
Q2 		$916K Sell
13,074
-28
-0.2% -$2.04K 0.07% 114
2020
Q1 		$956K Sell
13,102
-572
-4% -$47.1K 0.1% 94
2019
Q4 		$1.16M Buy
13,674
+4,737
+53% +$390K 0.13% 99
2019
Q3 		$679K Buy
8,937
+1,996
+29% +$158K 0.08% 135
2019
Q2 		$545K Sell
6,941
-220
-3% -$18.2K 0.06% 161
2019
Q1 		$633K Buy
7,161
+161
+2% +$13K 0.08% 145
2018
Q4 		$467K Sell
7,000
-443
-6% -$37K 0.07% 152
2018
Q3 		$607K Buy
7,443
+769
+12% +$63.1K 0.07% 136
2018
Q2 		$539K Buy
6,674
+1,660
+33% +$141K 0.07% 158
2018
Q1 		$498K Sell
5,014
-219
-4% -$22.8K 0.07% 155
2017
Q4 		$553K Buy
5,233
+39
+0.8% +$4.16K 0.07% 143
2017
Q3 		$577K Sell
5,194
-152
-3% -$17.7K 0.07% 138
2017
Q2 		$628K Buy
+5,346
New +$619K 0.09% 119
2016
Q4 		– Sell
-6,351
Closed -$617K – 178
2016
Q3 		$617K Sell
6,351
-88
-1% -$8.81K 0.1% 106
2016
Q2 		$655K Sell
6,439
-347
-5% -$34.6K 0.12% 97
2016
Q1 		$666K Buy
6,786
+277
+4% +$25.4K 0.12% 96
2015
Q4 		$572K Sell
6,509
-326
-5% -$28.3K 0.11% 99
2015
Q3 		$542K Buy
6,835
+283
+4% +$23.3K 0.12% 96
2015
Q2 		$525K Buy
6,552
+100
+2% +$8.23K 0.12% 93
2015
Q1 		$486K Sell
6,452
-47
-0.7% -$3.81K 0.11% 95
2014
Q4 		$529K Sell
6,499
-2,792
-30% -$240K 0.12% 96
2014
Q3 		$775K Buy
9,291
+332
+4% +$28.1K 0.17% 69
2014
Q2 		$755K Sell
8,959
-75
-0.8% -$6.46K 0.17% 66
2014
Q1 		$740K Buy
9,034
+1,044
+13% +$84.3K 0.17% 64
2013
Q4 		$696K Sell
7,990
-2,342
-23% -$205K 0.16% 68
2013
Q3 		$895K Buy
10,332
+3,342
+48% +$292K 0.23% 50
2013
Q2 		$605K Buy
+6,990
New +$650K 0.18% 50

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Brighton Jones LLC's PM Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Philip Morris (PM) in Q1 2026: 27,566 shares worth $4.56M. The stake represents 0.1% of the portfolio and ranks #139 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in PM as recently as Q3 2025.

Brighton Jones LLC first reported a position in PM in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.87M in Q2 2025. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Brighton Jones LLC held 27,566 shares of Philip Morris worth $4.56M as of Q1 2026.
  • Philip Morris was a new Brighton Jones LLC position in Q1 2026.
  • Philip Morris made up 0.1% of Brighton Jones LLC's portfolio in Q1 2026, its #139 holding.
  • Brighton Jones LLC first reported a position in Philip Morris in Q2 2013 and has held it in 49 quarters since.
  • Brighton Jones LLC's Philip Morris position peaked at $5.87M in Q2 2025.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.