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BSW Wealth Partners’s Philip Morris PM Stock Holding History

BSW Wealth Partners’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 		$801K Sell
4,427
-32
-0.7% -$5.55K 0.09% 124
2026
Q1 		$737K Buy
4,459
+30
+0.7% +$5.21K 0.09% 130
2025
Q4 		$710K Sell
4,429
-17
-0.4% -$2.63K 0.09% 136
2025
Q3 		$721K Sell
4,446
-2
-0% -$336 0.09% 124
2025
Q2 		$810K Sell
4,448
-7
-0.2% -$1.2K 0.11% 107
2025
Q1 		$707K Sell
4,455
-19
-0.4% -$2.69K 0.11% 113
2024
Q4 		$538K Buy
4,474
+101
+2% +$12.7K 0.08% 147
2024
Q3 		$531K Buy
4,373
+409
+10% +$47.5K 0.08% 142
2024
Q2 		$402K Hold
3,964
– – 0.07% 160
2024
Q1 		$363K Hold
3,964
– – 0.06% 184
2023
Q4 		$373K Hold
3,964
– – 0.07% 159
2023
Q3 		$367K Sell
3,964
-5
-0.1% -$481 0.08% 142
2023
Q2 		$387K Hold
3,969
– – 0.08% 145
2023
Q1 		$386K Hold
3,969
– – 0.08% 179
2022
Q4 		$402K Hold
3,969
– – 0.09% 166
2022
Q3 		$329K Buy
3,969
+24
+0.6% +$2.29K 0.08% 162
2022
Q2 		$389K Hold
3,945
– – 0.09% 148
2022
Q1 		$371K Hold
3,945
– – 0.09% 169
2021
Q4 		$375K Hold
3,945
– – 0.09% 162
2021
Q3 		$374K Sell
3,945
-68
-2% -$6.84K 0.1% 139
2021
Q2 		$398K Hold
4,013
– – 0.11% 124
2021
Q1 		$356K Hold
4,013
– – 0.1% 119
2020
Q4 		$332K Sell
4,013
-37
-0.9% -$2.88K 0.1% 116
2020
Q3 		$304K Buy
4,050
+105
+3% +$8.1K 0.11% 100
2020
Q2 		$276K Buy
+3,945
New +$288K 0.09% 112
2018
Q4 		– Sell
-2,743
Closed -$224K – 131
2018
Q3 		$224K Buy
+2,743
New +$225K 0.09% 119
2017
Q4 		– Sell
-1,815
Closed -$202K – 96
2017
Q3 		$202K Buy
+1,815
New +$211K 0.09% 83

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

BSW Wealth Partners's PM Position: Q2 2026 in Review

BSW Wealth Partners reduced its Philip Morris (PM) stake by 0.72% in Q2 2026, selling an estimated $5.55K and leaving 4,427 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #124.

BSW Wealth Partners first reported a position in PM in Q3 2017 and has held it in 27 quarters since. The position peaked at $810K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BSW Wealth Partners held 4,427 shares of Philip Morris worth $801K as of Q2 2026.
  • BSW Wealth Partners sold 32 Philip Morris shares in Q2 2026, an estimated $5.55K.
  • Philip Morris made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • BSW Wealth Partners first reported a position in Philip Morris in Q3 2017 and has held it in 27 quarters since.
  • BSW Wealth Partners's Philip Morris position peaked at $810K in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.