1 North Wealth Services’s Philip Morris PM Stock Holding History

1 North Wealth Services’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	$39.8K	Hold	220	–	–	0.01%	101
2026 Q1	$36.4K	Hold	220	–	–	0.01%	98
2025 Q4	$35.3K	Hold	220	–	–	0.01%	101
2025 Q3	$35.7K	Hold	220	–	–	0.01%	96
2025 Q2	$40.1K	Hold	220	–	–	0.02%	91
2025 Q1	$34.9K	Buy	+220	New	+$31.2K	0.02%	93
2019 Q4	$22K	Hold	257	–	–	0.01%	143
2019 Q3	$20K	Buy	+257	New	+$20.4K	0.01%	119
2019 Q1	$23K	Buy	257 +25	+11%	+$2.01K	0.02%	99
2018 Q4	$15K	Buy	+232	New	+$19.4K	0.01%	121

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1 North Wealth Services's PM Position: Q2 2026 in Review

1 North Wealth Services held its Philip Morris (PM) position steady in Q2 2026 at 220 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #101.

1 North Wealth Services first reported a position in PM in Q4 2018 and has held it in 10 quarters since. The position peaked at $40.1K in Q2 2025. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

1 North Wealth Services held 220 shares of Philip Morris worth $39.8K as of Q2 2026.
1 North Wealth Services left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #101 holding.
1 North Wealth Services first reported a position in Philip Morris in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Philip Morris position peaked at $40.1K in Q2 2025.
2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.