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 Q2	$1.04M	Buy	5,768 +35	+0.6%	+$6.07K	0.38%	59
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 $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

Burford Brothers's PM Position: Q2 2026 in Review

Burford Brothers increased its Philip Morris (PM) stake by 0.61% in Q2 2026, buying an estimated $6.07K and bringing the position to 5,768 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #59.

Burford Brothers first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Burford Brothers held 5,768 shares of Philip Morris worth $1.04M as of Q2 2026.
Burford Brothers bought 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
Philip Morris made up 0.38% of Burford Brothers's portfolio in Q2 2026, its #59 holding.
Burford Brothers first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's Philip Morris position peaked at $1.05M in Q2 2025.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.