Axim Planning & Wealth’s Philip Morris PM Stock Holding History

Axim Planning & 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	$737K	Hold	4,075	–	–	1.03%	14
2026 Q1	$674K	Hold	4,075	–	–	0.82%	20
2025 Q4	$654K	Hold	4,075	–	–	0.69%	25
2025 Q3	$661K	Hold	4,075	–	–	0.52%	15
2025 Q2	$742K	Hold	4,075	–	–	0.68%	9
2025 Q1	$647K	Sell	4,075 -1	-0%	-$142	0.57%	8
2024 Q4	$491K	Hold	4,076	–	–	0.52%	9
2024 Q3	$495K	Hold	4,076	–	–	0.56%	9
2024 Q2	$413K	Hold	4,076	–	–	0.49%	7
2024 Q1	$373K	Hold	4,076	–	–	0.3%	11
2023 Q4	$383K	Sell	4,076 -116	-3%	-$10.7K	0.35%	11
2023 Q3	$388K	Buy	4,192 +116	+3%	+$11.2K	0.34%	14
2023 Q2	$398K	Hold	4,076	–	–	0.36%	14
2023 Q1	$396K	Hold	4,076	–	–	0.39%	14
2022 Q4	$413K	Buy	4,076 +4,075	+407,500%	+$385K	0.42%	18
2022 Q3	$0	Sell	1 -1	-50%	-$95	﹤0.01%	168
2022 Q2	$0	Buy	+2	New	+$204	﹤0.01%	152

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axim Planning & Wealth's PM Position: Q2 2026 in Review

Axim Planning & Wealth held its Philip Morris (PM) position steady in Q2 2026 at 4,075 shares worth $737K. The position accounts for 1.03% of the portfolio, ranked #14.

Axim Planning & Wealth first reported a position in PM in Q2 2022 and has held it in 17 quarters since. The position peaked at $742K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Axim Planning & Wealth held 4,075 shares of Philip Morris worth $737K as of Q2 2026.
Axim Planning & Wealth left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 1.03% of Axim Planning & Wealth's portfolio in Q2 2026, its #14 holding.
Axim Planning & Wealth first reported a position in Philip Morris in Q2 2022 and has held it in 17 quarters since.
Axim Planning & Wealth's Philip Morris position peaked at $742K in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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