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Angeles Wealth Management’s Philip Morris PM Stock Holding History

Angeles 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 		$1.77M Buy
9,679
+8
+0.1% +$1.39K 0.08% 103
2026
Q1 		$1.61M Buy
9,671
+1,127
+13% +$196K 0.09% 88
2025
Q4 		$1.38M Buy
8,544
+1,006
+13% +$156K 0.08% 102
2025
Q3 		$1.22M Sell
7,538
-62
-0.8% -$10.4K 0.08% 96
2025
Q2 		$1.38M Buy
7,600
+849
+13% +$146K 0.09% 74
2025
Q1 		$1.07M Buy
6,751
+225
+3% +$31.9K 0.09% 87
2024
Q4 		$785K Buy
6,526
+750
+13% +$94.6K 0.06% 109
2024
Q3 		$701K Buy
5,776
+345
+6% +$40.1K 0.06% 111
2024
Q2 		$550K Buy
5,431
+590
+12% +$57.7K 0.05% 122
2024
Q1 		$444K Buy
4,841
+519
+12% +$47.9K 0.04% 128
2023
Q4 		$407K Sell
4,322
-90
-2% -$8.29K 0.05% 124
2023
Q3 		$408K Buy
4,412
+266
+6% +$25.6K 0.06% 103
2023
Q2 		$405K Buy
4,146
+34
+0.8% +$3.25K 0.06% 118
2023
Q1 		$400K Buy
4,112
+81
+2% +$8.07K 0.06% 123
2022
Q4 		$408K Sell
4,031
-227
-5% -$21.4K 0.07% 111
2022
Q3 		$353K Buy
4,258
+356
+9% +$34K 0.07% 112
2022
Q2 		$385K Buy
3,902
+31
+0.8% +$3.16K 0.08% 116
2022
Q1 		$364K Buy
+3,871
New +$387K 0.07% 119

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

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

Angeles Wealth Management increased its Philip Morris (PM) stake by 0.08% in Q2 2026, buying an estimated $1.39K and bringing the position to 9,679 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #103.

Angeles Wealth Management first reported a position in PM in Q1 2022 and has held it in 18 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Angeles Wealth Management held 9,679 shares of Philip Morris worth $1.77M as of Q2 2026.
  • Angeles Wealth Management bought 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
  • Philip Morris made up 0.08% of Angeles Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Angeles Wealth Management first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.