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Legacy Bridge’s Philip Morris PM Stock Holding History

Legacy Bridge’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 		$36K Hold
218
– – 0.01% 213
2025
Q4 		$35K Buy
+218
New +$33.8K 0.01% 219
2020
Q1 		– Sell
-125
Closed -$11K – 298
2019
Q4 		$11K Hold
125
– – 0.01% 252
2019
Q3 		$9K Hold
125
– – 0.01% 254
2019
Q2 		$10K Hold
125
– – 0.01% 263
2019
Q1 		$11K Buy
+125
New +$10.1K 0.01% 257

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Bridge's PM Position: Q1 2026 in Review

Legacy Bridge held its Philip Morris (PM) position steady in Q1 2026 at 218 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #213.

Legacy Bridge first reported a position in PM in Q1 2019 and has held it in 6 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Legacy Bridge held 218 shares of Philip Morris worth $36K as of Q1 2026.
  • Legacy Bridge left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #213 holding.
  • Legacy Bridge first reported a position in Philip Morris in Q1 2019 and has held it in 6 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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