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 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	0.63%	41

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

Coastal Bridge Advisors's PM Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Philip Morris (PM) stake by 4.5% in Q1 2026, selling an estimated $133K and leaving 16,378 shares worth $2.71M. The position accounts for 0.19% of the portfolio, ranked #119.

Coastal Bridge Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.06M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Coastal Bridge Advisors held 16,378 shares of Philip Morris worth $2.71M as of Q1 2026.
Coastal Bridge Advisors sold 768 Philip Morris shares in Q1 2026, an estimated $133K.
Philip Morris made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #119 holding.
Coastal Bridge Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Philip Morris position peaked at $3.06M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.