Coastal Bridge Advisors’s Philip Morris PM Stock Holding History

Coastal Bridge Advisors’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	$3.3M	Buy	18,232 +1,854	+11%	+$322K	0.2%	111
2026 Q1	$2.71M	Sell	16,378 -768	-4%	-$133K	0.19%	119
2025 Q4	$2.75M	Buy	17,146 +48	+0.3%	+$7.44K	0.21%	115
2025 Q3	$2.77M	Buy	17,098 +303	+2%	+$51K	0.21%	112
2025 Q2	$3.06M	Buy	16,795 +736	+5%	+$126K	0.25%	103
2025 Q1	$2.55M	Buy	+16,059	New	+$2.27M	0.23%	107

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's PM Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $322K and bringing the position to 18,232 shares worth $3.3M. The position accounts for 0.2% of the portfolio, ranked #111.

Coastal Bridge Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Coastal Bridge Advisors held 18,232 shares of Philip Morris worth $3.3M as of Q2 2026.
Coastal Bridge Advisors bought 1,854 Philip Morris shares in Q2 2026, an estimated $322K.
Philip Morris made up 0.2% of Coastal Bridge Advisors's portfolio in Q2 2026, its #111 holding.
Coastal Bridge Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.