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Atlantic Family Wealth’s Philip Morris PM Stock Holding History

Atlantic Family 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 		$242K Hold
1,338
– – 0.15% 54
2026
Q1 		$221K Sell
1,338
-181
-12% -$31.5K 0.16% 58
2025
Q4 		$244K Buy
+1,519
New +$235K 0.18% 44
2025
Q2 		– Sell
-2,145
Closed -$340K – 55
2025
Q1 		$340K Buy
2,145
+74
+4% +$10.5K 0.31% 27
2024
Q4 		$249K Buy
+2,071
New +$261K 0.29% 34

Other funds holding PM

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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

Atlantic Family Wealth's PM Position: Q2 2026 in Review

Atlantic Family Wealth held its Philip Morris (PM) position steady in Q2 2026 at 1,338 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #54.

Atlantic Family Wealth first reported a position in PM in Q4 2024 and has held it in 5 quarters since. The position peaked at $340K in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Atlantic Family Wealth held 1,338 shares of Philip Morris worth $242K as of Q2 2026.
  • Atlantic Family Wealth left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.15% of Atlantic Family Wealth's portfolio in Q2 2026, its #54 holding.
  • Atlantic Family Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • Atlantic Family Wealth's Philip Morris position peaked at $340K in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.