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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
1,663
Value
$300.8K
% of portfolio
0.1%
Quarters held
4
Since Q2 2025
Holdings of PM by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,663$300.8K0.1%+353+26.9%AddedHolders
Q1 20261,310$216.6K0.1%+1,310NewHolders
Q4 20250$00.0%−2,096−100.0%Sold outHolders
Q3 20252,096$339.9K0.1%+332+18.8%AddedHolders
Q2 20251,764$321.3K0.1%+1,764NewHolders