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Bullock Wealth Management’s Philip Morris PM Stock Holding History

Bullock Wealth 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 		$139K Buy
780
+1
+0.1% +$173 0.06% 201
2026
Q1 		$122K Buy
779
+2
+0.3% +$348 0.06% 200
2025
Q4 		$125K Buy
777
+2
+0.3% +$310 0.06% 200
2025
Q3 		$125K Buy
775
+1
+0.1% +$168 0.06% 194
2025
Q2 		$137K Buy
774
+2
+0.3% +$343 0.07% 177
2025
Q1 		$122K Sell
772
-18
-2% -$2.55K 0.07% 186
2024
Q4 		$95K Buy
790
+21
+3% +$2.65K 0.06% 198
2024
Q3 		$92.7K Buy
769
+2
+0.3% +$232 0.06% 193
2024
Q2 		$77.6K Buy
767
+3
+0.4% +$293 0.05% 197
2024
Q1 		$69.9K Buy
+764
New +$70.5K 0.05% 215

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's PM Position: Q2 2026 in Review

Bullock Wealth Management increased its Philip Morris (PM) stake by 0.13% in Q2 2026, buying an estimated $173 and bringing the position to 780 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #201.

Bullock Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bullock Wealth Management held 780 shares of Philip Morris worth $139K as of Q2 2026.
  • Bullock Wealth Management bought 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.06% of Bullock Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Bullock Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.