55 North Private Wealth’s Philip Morris PM Stock Holding History

55 North Private Wealth’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	$478K	Buy	2,640 +1,017	+63%	+$176K	0.09%	99
2026 Q1	$268K	Buy	1,623 +121	+8%	+$21K	0.07%	154
2025 Q4	$241K	Buy	+1,502	New	+$233K	0.06%	155

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

55 North Private Wealth's PM Position: Q2 2026 in Review

55 North Private Wealth increased its Philip Morris (PM) stake by 63% in Q2 2026, buying an estimated $176K and bringing the position to 2,640 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #99.

55 North Private Wealth first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

55 North Private Wealth held 2,640 shares of Philip Morris worth $478K as of Q2 2026.
55 North Private Wealth bought 1,017 Philip Morris shares in Q2 2026, an estimated $176K.
Philip Morris made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #99 holding.
55 North Private Wealth first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.