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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
Q2 		– Sell
-218
Closed -$36K – 331
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 $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 $3.37T AUM 44.26% 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

Legacy Bridge's PM Position: Q2 2026 in Review

Legacy Bridge sold out of Philip Morris (PM) in Q2 2026, closing a stake of 218 shares — an estimated $36K sold.

Legacy Bridge first reported a position in PM in Q1 2019 and held it in 6 quarters. The position peaked at $36K in Q1 2026. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Bridge reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Legacy Bridge sold 218 Philip Morris shares in Q2 2026, an estimated $36K.
  • Legacy Bridge first reported a position in Philip Morris in Q1 2019 and held it in 6 quarters.
  • Legacy Bridge's Philip Morris position peaked at $36K in Q1 2026.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.