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Boyce & Associates Wealth Consulting’s Philip Morris PM Stock Holding History

Boyce & Associates Wealth Consulting’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 		$279K Hold
1,543
– – 0.19% 66
2026
Q1 		$255K Buy
+1,543
New +$268K 0.19% 70

Other funds holding PM

Capital World Investors
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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

Boyce & Associates Wealth Consulting's PM Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting held its Philip Morris (PM) position steady in Q2 2026 at 1,543 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #66.

Boyce & Associates Wealth Consulting first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 1,543 shares of Philip Morris worth $279K as of Q2 2026.
  • Boyce & Associates Wealth Consulting left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.19% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #66 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.