James J. Burns & Company’s Philip Morris PM Stock Holding History

James J. Burns & Company’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	$1.26M	Hold	6,959	–	–	0.14%	65
2026 Q1	$1.15M	Buy	6,959 +1,219	+21%	+$212K	0.16%	62
2025 Q4	$921K	Sell	5,740 -2,074	-27%	-$321K	0.13%	68
2025 Q3	$1.27M	Sell	7,814 -75	-1%	-$12.6K	0.19%	59
2025 Q2	$1.44M	Buy	7,889 +75	+1%	+$12.9K	0.23%	54
2025 Q1	$1.24M	Sell	7,814 -8	-0.1%	-$1.13K	0.22%	56
2024 Q4	$941K	Buy	7,822 +4,136	+112%	+$522K	0.16%	62
2024 Q3	$448K	Hold	3,686	–	–	0.08%	88
2024 Q2	$373K	Buy	3,686 +666	+22%	+$65.1K	0.07%	90
2024 Q1	$277K	Sell	3,020 -615	-17%	-$56.7K	0.1%	72
2023 Q4	$342K	Buy	+3,635	New	+$335K	0.08%	89

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 $3.37T AUM 44.26% 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

James J. Burns & Company's PM Position: Q2 2026 in Review

James J. Burns & Company held its Philip Morris (PM) position steady in Q2 2026 at 6,959 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #65.

James J. Burns & Company first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

James J. Burns & Company held 6,959 shares of Philip Morris worth $1.26M as of Q2 2026.
James J. Burns & Company left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.14% of James J. Burns & Company's portfolio in Q2 2026, its #65 holding.
James J. Burns & Company first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
James J. Burns & Company's Philip Morris position peaked at $1.44M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.