BSC
PM icon

BOLTON SECURITIES CORPORATION’s Philip Morris PM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.73M Buy
+10,492
New +$1.82M 0.08% 262
2025
Q3 		$1.3M Buy
+8,016
New +$1.35M 0.06% 319
2025
Q1 		$1.26M Buy
+7,923
New +$1.12M 0.07% 288

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 $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Philip Morris (PM) in Q1 2026: 10,492 shares worth $1.73M. The stake represents 0.08% of the portfolio and ranks #262 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PM in Q1 2025 and has held it in 3 quarters since. 2,883 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,492 shares of Philip Morris worth $1.73M as of Q1 2026.
  • Philip Morris was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Philip Morris made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #262 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Philip Morris in Q1 2025 and has held it in 3 quarters since.
  • 2,883 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.