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Abundance Wealth Counselors’s Philip Morris PM Stock Holding History

Abundance Wealth Counselors’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 		$336K Buy
1,857
+153
+9% +$26.5K 0.02% 214
2026
Q1 		$282K Buy
+1,704
New +$296K 0.04% 189
2021
Q2 		– Sell
-56
Closed -$5K – 271
2021
Q1 		$5K Buy
+56
New +$4.75K ﹤0.01% 293

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's PM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Philip Morris (PM) stake by 9% in Q2 2026, buying an estimated $26.5K and bringing the position to 1,857 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #214.

Abundance Wealth Counselors first reported a position in PM in Q1 2021 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Abundance Wealth Counselors held 1,857 shares of Philip Morris worth $336K as of Q2 2026.
  • Abundance Wealth Counselors bought 153 Philip Morris shares in Q2 2026, an estimated $26.5K.
  • Philip Morris made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #214 holding.
  • Abundance Wealth Counselors first reported a position in Philip Morris in Q1 2021 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.