PM — PHILIP MORRIS INTL INC

Ownership history in BCS Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in PHILIP MORRIS INTL INC (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2020 Q1)
Avg. % of fund
0.14%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,440 -1,312 -47.7% 0.05% $234K $157.83
2025 Q2 ADDED 2,752 +1,312 +91.1% 0.11% $501K $177.22
2025 Q1 REDUCED 1,440 -3,826 -72.7% 0.06% $229K $153.30
2020 Q2 ADDED 5,266 +689 +15.1% 0.22% $369K $52.90
2020 Q1 ADDED 4,577 +1,720 +60.2% 0.23% $334K $54.23
2019 Q4 INITIATED 2,857 — — 0.16% $243K $62.13
% of Fund (quarterly)    PM price (monthly, adj. close)

Other funds also holding PM

As of 2025 Q4 — sorted by position size

GQG Partners LLC 3Y 7Y 14.56% EPACRIA CAPITAL PARTNERS, LLC 3Y 13.55% CALEDONIA INVESTMENTS PLC 3Y 7Y 13.02% GARDNER RUSSO & QUINN LLC 3Y 7Y 8.13% Dash Acquisitions Inc. 3Y 7.68% Rip Road Capital Partners LP 3Y 6.9% Gladstone Capital Management LLP 3Y 7Y 6.75% Savoir Faire Capital Management, L.P. 6.72% Bronte Capital Management Pty Ltd. 3Y 7Y 6.38% FUNDSMITH INVESTMENT SERVICES LTD. 3Y 6.14%
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