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Balboa Wealth Partners’s Philip Morris PM Stock Holding History

Balboa 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 		$780K Sell
4,310
-32
-0.7% -$5.55K 0.11% 162
2026
Q1 		$718K Sell
4,342
-36
-0.8% -$6.26K 0.12% 143
2025
Q4 		$702K Buy
4,378
+187
+4% +$29K 0.12% 139
2025
Q3 		$680K Sell
4,191
-143
-3% -$24.1K 0.12% 139
2025
Q2 		$789K Buy
4,334
+646
+18% +$111K 0.16% 110
2025
Q1 		$585K Sell
3,688
-24
-0.6% -$3.4K 0.14% 118
2024
Q4 		$447K Buy
3,712
+74
+2% +$9.34K 0.1% 154
2024
Q3 		$442K Buy
3,638
+240
+7% +$27.9K 0.11% 151
2024
Q2 		$344K Buy
3,398
+1,049
+45% +$103K 0.09% 171
2024
Q1 		$215K Sell
2,349
-59
-2% -$5.44K 0.06% 218
2023
Q4 		$227K Sell
2,408
-57
-2% -$5.25K 0.08% 198
2023
Q3 		$228K Buy
2,465
+13
+0.5% +$1.25K 0.09% 193
2023
Q2 		$239K Sell
2,452
-260
-10% -$24.8K 0.08% 200
2023
Q1 		$264K Buy
2,712
+113
+4% +$11.3K 0.1% 178
2022
Q4 		$263K Buy
2,599
+40
+2% +$3.77K 0.12% 175
2022
Q3 		$212K Buy
+2,559
New +$244K 0.09% 187

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

Balboa Wealth Partners's PM Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Philip Morris (PM) stake by 0.74% in Q2 2026, selling an estimated $5.55K and leaving 4,310 shares worth $780K. The position accounts for 0.11% of the portfolio, ranked #162.

Balboa Wealth Partners first reported a position in PM in Q3 2022 and has held it in 16 quarters since. The position peaked at $789K in Q2 2025. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Balboa Wealth Partners held 4,310 shares of Philip Morris worth $780K as of Q2 2026.
  • Balboa Wealth Partners sold 32 Philip Morris shares in Q2 2026, an estimated $5.55K.
  • Philip Morris made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • Balboa Wealth Partners first reported a position in Philip Morris in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Philip Morris position peaked at $789K in Q2 2025.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.