49 Wealth Management’s Philip Morris PM Stock Holding History

49 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	$760K	Sell	4,199 -4,885	-54%	-$847K	0.14%	84
2026 Q1	$1.5M	Buy	9,084 +1,201	+15%	+$209K	0.11%	51
2025 Q4	$1.26M	Buy	7,883 +795	+11%	+$123K	0.1%	58
2025 Q3	$1.15M	Buy	7,088 +890	+14%	+$150K	0.11%	53
2025 Q2	$1.13M	Buy	6,198 +864	+16%	+$148K	0.12%	52
2025 Q1	$847K	Buy	5,334 +2,354	+79%	+$333K	0.1%	67
2024 Q4	$359K	Buy	2,980 +548	+23%	+$69.1K	0.05%	105
2024 Q3	$295K	Buy	2,432 +84	+4%	+$9.76K	0.05%	123
2024 Q2	$238K	Buy	+2,348	New	+$230K	0.05%	130

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

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

49 Wealth Management reduced its Philip Morris (PM) stake by 54% in Q2 2026, selling an estimated $847K and leaving 4,199 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #84.

49 Wealth Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q1 2026. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

49 Wealth Management held 4,199 shares of Philip Morris worth $760K as of Q2 2026.
49 Wealth Management sold 4,885 Philip Morris shares in Q2 2026, an estimated $847K.
Philip Morris made up 0.14% of 49 Wealth Management's portfolio in Q2 2026, its #84 holding.
49 Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's Philip Morris position peaked at $1.5M in Q1 2026.
2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.