Bulwark Capital’s Philip Morris PM Stock Holding History

Bulwark Capital’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 Q3	$60.5K	Hold	317	–	–	0.03%	76
2026 Q2	$57.3K	Hold	317	–	–	0.03%	71
2026 Q1	$52.4K	Hold	317	–	–	0.03%	71
2025 Q4	$50.8K	Hold	317	–	–	0.04%	65
2025 Q3	$51.4K	Hold	317	–	–	0.04%	69
2025 Q2	$57.7K	Buy	+317	New	+$54.4K	0.05%	60

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bulwark Capital's PM Position: Q3 2026 in Review

Bulwark Capital held its Philip Morris (PM) position steady in Q3 2026 at 317 shares worth $60.5K. The position accounts for 0.03% of the portfolio, ranked #76.

Bulwark Capital first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 2,421 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Bulwark Capital held 317 shares of Philip Morris worth $60.5K as of Q3 2026.
Bulwark Capital left its Philip Morris share count unchanged in Q3 2026.
Philip Morris made up 0.03% of Bulwark Capital's portfolio in Q3 2026, its #76 holding.
Bulwark Capital first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
2,421 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.