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Benson Wealth Management’s Philip Morris PM Stock Holding History

Benson 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 		$8.32K Sell
46
-18
-28% -$3.12K 0.01% 186
2026
Q1 		$10.6K Hold
64
– – 0.01% 152
2025
Q4 		$10.3K Buy
+64
New +$9.91K 0.01% 154

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

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

Benson Wealth Management reduced its Philip Morris (PM) stake by 28% in Q2 2026, selling an estimated $3.12K and leaving 46 shares worth $8.32K. The position accounts for 0.01% of the portfolio, ranked #186.

Benson Wealth Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6K in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Benson Wealth Management held 46 shares of Philip Morris worth $8.32K as of Q2 2026.
  • Benson Wealth Management sold 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
  • Philip Morris made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Benson Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Philip Morris position peaked at $10.6K in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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