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Able Wealth Management’s Philip Morris PM Stock Holding History

Able 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 		– Sell
-1,337
Closed -$221K – 198
2026
Q1 		$221K Buy
1,337
+9
+0.7% +$1.56K 0.06% 118
2025
Q4 		$213K Buy
1,328
+67
+5% +$10.4K 0.07% 109
2025
Q3 		$205K Buy
1,261
+23
+2% +$3.87K 0.08% 106
2025
Q2 		$225K Sell
1,238
-34
-3% -$5.84K 0.11% 98
2025
Q1 		$202K Buy
+1,272
New +$180K 0.12% 97
2024
Q1 		– Sell
-31
Closed -$2.92K – 443
2023
Q4 		$2.92K Buy
+31
New +$2.86K ﹤0.01% 409

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

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

Able Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,337 shares — an estimated $221K sold.

Able Wealth Management first reported a position in PM in Q4 2023 and held it in 6 quarters. The position peaked at $225K in Q2 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Able Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Able Wealth Management sold 1,337 Philip Morris shares in Q2 2026, an estimated $221K.
  • Able Wealth Management first reported a position in Philip Morris in Q4 2023 and held it in 6 quarters.
  • Able Wealth Management's Philip Morris position peaked at $225K in Q2 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.