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Abound Wealth Management’s Philip Morris PM Stock Holding History

Abound 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 		$34.7K Sell
192
-23
-11% -$3.99K 0.01% 279
2026
Q1 		$35.5K Buy
215
+48
+29% +$8.34K 0.01% 298
2025
Q4 		$26.7K Buy
167
+7
+4% +$1.08K 0.01% 319
2025
Q3 		$26K Hold
160
– – 0.01% 309
2025
Q2 		$29.1K Buy
160
+136
+567% +$23.4K 0.01% 277
2025
Q1 		$3.81K Sell
24
-5
-17% -$708 ﹤0.01% 590
2024
Q4 		$3.45K Buy
29
+5
+21% +$631 ﹤0.01% 603
2024
Q3 		$2.91K Buy
+24
New +$2.79K ﹤0.01% 649
2024
Q2 		– Sell
-12
Closed -$1.1K – 1280
2024
Q1 		$1.1K Buy
12
+7
+140% +$645 ﹤0.01% 766
2023
Q4 		$436 Buy
5
+1
+25% +$92 ﹤0.01% 983
2023
Q3 		$387 Sell
4
-16
-80% -$1.54K ﹤0.01% 903
2023
Q2 		$1.97K Buy
20
+14
+233% +$1.34K ﹤0.01% 649
2023
Q1 		$601 Buy
6
+3
+100% +$299 ﹤0.01% 662
2022
Q4 		$322 Sell
3
-209
-99% -$19.7K ﹤0.01% 682
2022
Q3 		$17.6K Buy
+212
New +$20.2K 0.01% 203

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

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

Abound Wealth Management reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $3.99K and leaving 192 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #279.

Abound Wealth Management first reported a position in PM in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.5K in Q1 2026. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Abound Wealth Management held 192 shares of Philip Morris worth $34.7K as of Q2 2026.
  • Abound Wealth Management sold 23 Philip Morris shares in Q2 2026, an estimated $3.99K.
  • Philip Morris made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Abound Wealth Management first reported a position in Philip Morris in Q3 2022 and has held it in 15 quarters since.
  • Abound Wealth Management's Philip Morris position peaked at $35.5K in Q1 2026.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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