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BXM Wealth’s Philip Morris PM Stock Holding History

BXM Wealth’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 		$467K Buy
+2,584
New +$448K 0.25% 92
2025
Q4 		– Sell
-2,599
Closed -$422K – 152
2025
Q3 		$422K Buy
+2,599
New +$437K 0.4% 72
2025
Q2 		– Sell
-1,299
Closed -$208K – 117
2025
Q1 		$208K Sell
1,299
-381
-23% -$54K 0.25% 98
2024
Q4 		$202K Buy
+1,680
New +$212K 0.28% 94

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BXM Wealth's PM Position: Q2 2026 in Review

BXM Wealth opened a new position in Philip Morris (PM) in Q2 2026: 2,584 shares worth $467K. The stake represents 0.25% of the portfolio and ranks #92 among its holdings. This is a return to the name: BXM Wealth previously reported a position in PM as recently as Q3 2025.

BXM Wealth first reported a position in PM in Q4 2024 and has held it in 4 quarters since. 1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BXM Wealth held 2,584 shares of Philip Morris worth $467K as of Q2 2026.
  • Philip Morris was a new BXM Wealth position in Q2 2026.
  • Philip Morris made up 0.25% of BXM Wealth's portfolio in Q2 2026, its #92 holding.
  • BXM Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 4 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.