Burford Brothers’s Philip Morris PM Stock Holding History

Burford Brothers’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	$948K	Sell	5,733 -1	-0%	-$174	0.39%	59
2025 Q4	$920K	Sell	5,734 -8	-0.1%	-$1.24K	0.38%	57
2025 Q3	$931K	Hold	5,742	–	–	0.4%	59
2025 Q2	$1.05M	Buy	5,742 +9	+0.2%	+$1.55K	0.48%	46
2025 Q1	$910K	Sell	5,733 -390	-6%	-$55.2K	0.44%	56
2024 Q4	$737K	Buy	6,123 +398	+7%	+$50.2K	0.36%	66
2024 Q3	$695K	Sell	5,725 -15	-0.3%	-$1.74K	0.36%	70
2024 Q2	$582K	Hold	5,740	–	–	0.34%	79
2024 Q1	$526K	Hold	5,740	–	–	0.35%	82
2023 Q4	$540K	Buy	+5,740	New	+$529K	0.38%	69

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burford Brothers's PM Position: Q1 2026 in Review

Burford Brothers reduced its Philip Morris (PM) stake by 0.02% in Q1 2026, selling an estimated $174 and leaving 5,733 shares worth $948K. The position accounts for 0.39% of the portfolio, ranked #59.

Burford Brothers first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Burford Brothers held 5,733 shares of Philip Morris worth $948K as of Q1 2026.
Burford Brothers sold 1 Philip Morris share in Q1 2026, an estimated $174.
Philip Morris made up 0.39% of Burford Brothers's portfolio in Q1 2026, its #59 holding.
Burford Brothers first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's Philip Morris position peaked at $1.05M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.