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BlackDiamond Wealth Management’s Philip Morris PM Stock Holding History

BlackDiamond 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 		$452K Sell
2,427
-43
-2% -$7.46K 0.18% 117
2026
Q1 		$408K Buy
2,470
+183
+8% +$31.8K 0.2% 112
2025
Q4 		$416K Buy
2,287
+65
+3% +$10.1K 0.2% 104
2025
Q3 		$360K Sell
2,222
-65
-3% -$10.9K 0.2% 98
2025
Q2 		$406K Buy
2,287
+402
+21% +$69K 0.23% 82
2025
Q1 		$320K Sell
1,885
-85
-4% -$12K 0.22% 91
2024
Q4 		$237K Buy
1,970
+201
+11% +$25.4K 0.14% 139
2024
Q3 		$220K Buy
+1,769
New +$206K 0.13% 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

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

BlackDiamond Wealth Management reduced its Philip Morris (PM) stake by 1.7% in Q2 2026, selling an estimated $7.46K and leaving 2,427 shares worth $452K. The position accounts for 0.18% of the portfolio, ranked #117.

BlackDiamond Wealth Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BlackDiamond Wealth Management held 2,427 shares of Philip Morris worth $452K as of Q2 2026.
  • BlackDiamond Wealth Management sold 43 Philip Morris shares in Q2 2026, an estimated $7.46K.
  • Philip Morris made up 0.18% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #117 holding.
  • BlackDiamond Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.