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Alvarez & Marsal Private Wealth Partners’s Philip Morris PM Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
-2,419
Closed -$404K – 171
2026
Q1 		$404K Buy
+2,419
New +$420K 0.06% 96

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's PM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,419 shares — an estimated $404K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $404K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,419 Philip Morris shares in Q2 2026, an estimated $404K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Philip Morris position peaked at $404K in Q1 2026.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.