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BostonPremier Wealth’s Philip Morris PM Stock Holding History

BostonPremier 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 		$687K Buy
3,797
+1
+0% +$173 0.29% 27
2026
Q1 		$628K Buy
3,796
+100
+3% +$17.4K 0.32% 27
2025
Q4 		$593K Hold
3,696
– – 0.3% 29
2025
Q3 		$599K Hold
3,696
– – 0.3% 28
2025
Q2 		$673K Hold
3,696
– – 0.37% 22
2025
Q1 		$587K Hold
3,696
– – 0.36% 23
2024
Q4 		$445K Buy
+3,696
New +$466K 0.27% 29

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

BostonPremier Wealth's PM Position: Q2 2026 in Review

BostonPremier Wealth increased its Philip Morris (PM) stake by 0.03% in Q2 2026, buying an estimated $173 and bringing the position to 3,797 shares worth $687K. The position accounts for 0.29% of the portfolio, ranked #27.

BostonPremier Wealth first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • BostonPremier Wealth held 3,797 shares of Philip Morris worth $687K as of Q2 2026.
  • BostonPremier Wealth bought 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.29% of BostonPremier Wealth's portfolio in Q2 2026, its #27 holding.
  • BostonPremier Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.