AWM
PM icon

Ariadne Wealth Management’s Philip Morris PM Stock Holding History

Ariadne 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 		$472K Sell
2,610
-116
-4% -$20.1K 0.21% 122
2026
Q1 		$455K Buy
2,726
+505
+23% +$87.8K 0.2% 112
2025
Q4 		$420K Buy
2,221
+779
+54% +$121K 0.17% 128
2025
Q3 		$224K Sell
1,442
-193
-12% -$32.5K 0.1% 215
2025
Q2 		$271K Sell
1,635
-1,223
-43% -$210K 0.13% 167
2025
Q1 		$485K Hold
2,858
– – 0.25% 89
2024
Q4 		$419K Buy
2,858
+55
+2% +$6.94K 0.19% 106
2024
Q3 		$347K Buy
+2,803
New +$326K 0.19% 110

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

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

Ariadne Wealth Management reduced its Philip Morris (PM) stake by 4.3% in Q2 2026, selling an estimated $20.1K and leaving 2,610 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #122.

Ariadne Wealth Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $485K in Q1 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ariadne Wealth Management held 2,610 shares of Philip Morris worth $472K as of Q2 2026.
  • Ariadne Wealth Management sold 116 Philip Morris shares in Q2 2026, an estimated $20.1K.
  • Philip Morris made up 0.21% of Ariadne Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Ariadne Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Philip Morris position peaked at $485K in Q1 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.