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	New	+$135K	0.06%	201

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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 opened a new position in Philip Morris (PM) in Q2 2026: 780 shares worth $139K. The stake represents 0.06% of the portfolio and ranks #201 among its holdings.

2,913 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.
Philip Morris was a new Bullock Wealth Management position in Q2 2026.
Philip Morris made up 0.06% of Bullock Wealth Management's portfolio in Q2 2026, its #201 holding.
2,913 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.