C.M. Bidwell & Associates’s Philip Morris PM Stock Holding History

C.M. Bidwell & Associates’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	$258K	Sell	1,563 -2	-0.1%	-$348	0.12%	106
2025 Q4	$251K	Hold	1,565	–	–	0.12%	114
2025 Q3	$254K	Hold	1,565	–	–	0.12%	112
2025 Q2	$285K	Sell	1,565 -9	-0.6%	-$1.55K	0.15%	94
2025 Q1	$250K	Hold	1,574	–	–	0.15%	104
2024 Q4	$189K	Hold	1,574	–	–	0.12%	128
2024 Q3	$191K	Buy	1,574 +1,360	+636%	+$158K	0.12%	127
2024 Q2	$21.7K	Hold	214	–	–	0.01%	256
2024 Q1	$19.6K	Hold	214	–	–	0.01%	262
2023 Q4	$20.1K	Hold	214	–	–	0.01%	267
2023 Q3	$19.8K	Hold	214	–	–	0.02%	336
2023 Q2	$20.9K	Hold	214	–	–	0.02%	346
2023 Q1	$20.8K	Hold	214	–	–	0.02%	344
2022 Q4	$21.7K	Hold	214	–	–	0.02%	334
2022 Q3	$18K	Hold	214	–	–	0.01%	328
2022 Q2	$21K	Hold	214	–	–	0.02%	326
2022 Q1	$20K	Hold	214	–	–	0.01%	334
2021 Q4	$20K	Sell	214 -18	-8%	-$1.68K	0.01%	346
2021 Q3	$22K	Hold	232	–	–	0.01%	351
2021 Q2	$23K	Buy	232 +18	+8%	+$1.73K	0.02%	342
2021 Q1	$19K	Hold	214	–	–	0.01%	353
2020 Q4	$18K	Hold	214	–	–	0.01%	339
2020 Q3	$16K	Hold	214	–	–	0.01%	313
2020 Q2	$15K	Hold	214	–	–	0.01%	316
2020 Q1	$16K	Hold	214	–	–	0.02%	249
2019 Q4	$18K	Hold	214	–	–	0.02%	289
2019 Q3	$16K	Hold	214	–	–	0.02%	302
2019 Q2	$17K	Hold	214	–	–	0.02%	300
2019 Q1	$19K	Hold	214	–	–	0.02%	298
2018 Q4	$14K	Hold	214	–	–	0.02%	301
2018 Q3	$17K	Hold	214	–	–	0.02%	287
2018 Q2	$17K	Hold	214	–	–	0.02%	298
2018 Q1	$21K	Hold	214	–	–	0.02%	286
2017 Q4	$23K	Hold	214	–	–	0.02%	285
2017 Q3	$24K	Hold	214	–	–	0.04%	190
2017 Q2	$25K	Hold	214	–	–	0.01%	217
2017 Q1	$24K	Hold	214	–	–	0.01%	201
2016 Q4	$20K	Hold	214	–	–	﹤0.01%	209
2016 Q3	$21K	Hold	214	–	–	0.01%	229
2016 Q2	$22K	Hold	214	–	–	0.01%	205
2016 Q1	$21K	Hold	214	–	–	0.01%	225
2015 Q4	$19K	Hold	214	–	–	﹤0.01%	216
2015 Q3	$17K	Sell	214 -54,705	-100%	-$4.5M	﹤0.01%	217
2015 Q2	$4.4M	Buy	54,919 +54,705	+25,563%	+$4.5M	0.98%	40
2015 Q1	$16K	Hold	214	–	–	﹤0.01%	197
2014 Q4	$17K	Hold	214	–	–	﹤0.01%	191
2014 Q3	$18K	Sell	214 -51,175	-100%	-$4.33M	﹤0.01%	217
2014 Q2	$4.33M	Buy	51,389 +51,175	+23,914%	+$4.41M	0.99%	44
2014 Q1	$18K	Hold	214	–	–	﹤0.01%	207
2013 Q4	$19K	Hold	214	–	–	﹤0.01%	216
2013 Q3	$19K	Hold	214	–	–	0.01%	214
2013 Q2	$18.5K	Buy	+214	New	+$19.9K	0.01%	220

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

C.M. Bidwell & Associates's PM Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Philip Morris (PM) stake by 0.13% in Q1 2026, selling an estimated $348 and leaving 1,563 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #106.

C.M. Bidwell & Associates first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.4M in Q2 2015. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

C.M. Bidwell & Associates held 1,563 shares of Philip Morris worth $258K as of Q1 2026.
C.M. Bidwell & Associates sold 2 Philip Morris shares in Q1 2026, an estimated $348.
Philip Morris made up 0.12% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #106 holding.
C.M. Bidwell & Associates first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
C.M. Bidwell & Associates's Philip Morris position peaked at $4.4M in Q2 2015.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.