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Ball & Co Wealth Management’s Philip Morris PM Stock Holding History

Ball & Co 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 		$58K Buy
324
+3
+0.9% +$520 0.04% 38
2026
Q1 		$53K Buy
321
+3
+0.9% +$521 0.04% 39
2025
Q4 		$51K Buy
318
+3
+1% +$465 0.03% 40
2025
Q3 		$51K Buy
315
+2
+0.6% +$336 0.03% 47
2025
Q2 		$57K Buy
313
+3
+1% +$515 0.06% 32
2025
Q1 		$49K Buy
310
+3
+1% +$425 0.05% 32
2024
Q4 		$36K Buy
+307
New +$38.7K 0.03% 37

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

Ball & Co Wealth Management's PM Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Philip Morris (PM) stake by 0.93% in Q2 2026, buying an estimated $520 and bringing the position to 324 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #38.

Ball & Co Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ball & Co Wealth Management held 324 shares of Philip Morris worth $58K as of Q2 2026.
  • Ball & Co Wealth Management bought 3 Philip Morris shares in Q2 2026, an estimated $520.
  • Philip Morris made up 0.04% of Ball & Co Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Ball & Co Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.