4WM
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44 Wealth Management’s Philip Morris PM Stock Holding History

44 Wealth Management’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 		$3.6M Sell
19,904
-19
-0.1% -$3.29K 1.19% 17
2026
Q1 		$3.29M Buy
19,923
+789
+4% +$137K 1.15% 14
2025
Q4 		$3.07M Buy
19,134
+2,141
+13% +$332K 1.03% 19
2025
Q3 		$2.76M Buy
16,993
+72
+0.4% +$12.1K 0.94% 22
2025
Q2 		$3.08M Buy
16,921
+316
+2% +$54.3K 1.09% 14
2025
Q1 		$2.64M Sell
16,605
-513
-3% -$72.7K 0.99% 26
2024
Q4 		$2.06M Sell
17,118
-251
-1% -$31.7K 0.79% 37
2024
Q3 		$2.28M Buy
+17,369
New +$2.02M 0.8% 34
2023
Q2 		$1.47M Buy
15,063
+7
+0% +$669 0.5% 54
2023
Q1 		$1.46M Buy
15,056
+4,238
+39% +$422K 0.5% 54
2022
Q4 		$1.09M Buy
10,818
+231
+2% +$21.8K 0.38% 68
2022
Q3 		$879K Sell
10,587
-5
-0% -$477 0.36% 73
2022
Q2 		$1.05M Buy
10,592
+119
+1% +$12.1K 0.4% 66
2022
Q1 		$984K Buy
10,473
+1
+0% +$100 0.35% 76
2021
Q4 		$995K Buy
10,472
+50
+0.5% +$4.67K 0.35% 71
2021
Q3 		$988K Hold
10,422
– – 0.38% 69
2021
Q2 		$1.03M Sell
10,422
-348
-3% -$33.4K 0.4% 66
2021
Q1 		$956K Hold
10,770
– – 0.4% 60
2020
Q4 		$892K Buy
+10,770
New +$838K 0.41% 59

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

44 Wealth Management's PM Position: Q2 2026 in Review

44 Wealth Management reduced its Philip Morris (PM) stake by 0.1% in Q2 2026, selling an estimated $3.29K and leaving 19,904 shares worth $3.6M. The position accounts for 1.19% of the portfolio, ranked #17.

44 Wealth Management first reported a position in PM in Q4 2020 and has held it in 19 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • 44 Wealth Management held 19,904 shares of Philip Morris worth $3.6M as of Q2 2026.
  • 44 Wealth Management sold 19 Philip Morris shares in Q2 2026, an estimated $3.29K.
  • Philip Morris made up 1.19% of 44 Wealth Management's portfolio in Q2 2026, its #17 holding.
  • 44 Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 19 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.