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BFC Planning, Inc.’s Philip Morris PM Stock Holding History

BFC Planning, Inc.’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 		$3.16M Sell
17,468
-2,950
-14% -$512K 0.13% 169
2026
Q1 		$3.38M Sell
20,418
-1,086
-5% -$189K 0.15% 139
2025
Q4 		$3.45M Buy
21,504
+8,848
+70% +$1.37M 0.15% 141
2025
Q3 		$2.05M Sell
12,656
-115
-0.9% -$19.3K 0.15% 126
2025
Q2 		$2.33M Buy
12,771
+286
+2% +$49.1K 0.18% 104
2025
Q1 		$1.98M Buy
12,485
+84
+0.7% +$11.9K 0.17% 109
2024
Q4 		$1.49M Buy
+12,401
New +$1.56M 0.12% 150

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC Planning, Inc.'s PM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Philip Morris (PM) stake by 14% in Q2 2026, selling an estimated $512K and leaving 17,468 shares worth $3.16M. The position accounts for 0.13% of the portfolio, ranked #169.

BFC Planning, Inc. first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q4 2025. 2,946 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BFC Planning, Inc. held 17,468 shares of Philip Morris worth $3.16M as of Q2 2026.
  • BFC Planning, Inc. sold 2,950 Philip Morris shares in Q2 2026, an estimated $512K.
  • Philip Morris made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #169 holding.
  • BFC Planning, Inc. first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Philip Morris position peaked at $3.45M in Q4 2025.
  • 2,946 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.