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Alaethes Wealth’s Philip Morris PM Stock Holding History

Alaethes 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 		$2.92M Buy
15,984
+20
+0.1% +$3.47K 0.85% 34
2026
Q1 		$2.66M Buy
15,964
+3
+0% +$521 0.76% 39
2025
Q4 		$2.58M Sell
15,961
-59
-0.4% -$9.14K 0.73% 40
2025
Q3 		$2.6M Sell
16,020
-601
-4% -$101K 0.74% 38
2025
Q2 		$3.05M Buy
16,621
+1,697
+11% +$291K 0.91% 30
2025
Q1 		$2.39M Buy
14,924
+591
+4% +$83.7K 0.88% 37
2024
Q4 		$1.74M Buy
14,333
+682
+5% +$86K 0.62% 55
2024
Q3 		$1.68M Sell
13,651
-426
-3% -$49.5K 0.62% 60
2024
Q2 		$1.44M Buy
+14,077
New +$1.38M 0.6% 65
2024
Q1 		– Sell
-2,626
Closed -$247K – 118
2023
Q4 		$247K Buy
+2,626
New +$242K 0.12% 105
2022
Q2 		– Sell
-208
Closed -$20K – 246
2022
Q1 		$20K Buy
+208
New +$20.8K 0.01% 172

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

Alaethes Wealth's PM Position: Q2 2026 in Review

Alaethes Wealth increased its Philip Morris (PM) stake by 0.13% in Q2 2026, buying an estimated $3.47K and bringing the position to 15,984 shares worth $2.92M. The position accounts for 0.85% of the portfolio, ranked #34.

Alaethes Wealth first reported a position in PM in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.05M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alaethes Wealth held 15,984 shares of Philip Morris worth $2.92M as of Q2 2026.
  • Alaethes Wealth bought 20 Philip Morris shares in Q2 2026, an estimated $3.47K.
  • Philip Morris made up 0.85% of Alaethes Wealth's portfolio in Q2 2026, its #34 holding.
  • Alaethes Wealth first reported a position in Philip Morris in Q1 2022 and has held it in 11 quarters since.
  • Alaethes Wealth's Philip Morris position peaked at $3.05M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.