Buck Wealth Strategies’s Philip Morris PM Stock Holding History

Buck Wealth Strategies’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	$251K	Sell	1,387 -83	-6%	-$14.4K	0.03%	183
2026 Q1	$243K	Buy	+1,470	New	+$255K	0.03%	152
2025 Q3	–	Sell	-1,512	Closed	-$275K	–	177
2025 Q2	$275K	Buy	1,512 +133	+10%	+$22.8K	0.04%	133
2025 Q1	$219K	Buy	+1,379	New	+$195K	0.04%	122
2024 Q2	–	Sell	-2,636	Closed	-$242K	–	103
2024 Q1	$242K	Buy	+2,636	New	+$243K	0.08%	74
2023 Q4	–	Sell	-592	Closed	-$54.8K	–	278
2023 Q3	$54.8K	Buy	592 +354	+149%	+$34.1K	0.02%	107
2023 Q2	$23.2K	Buy	238 +201	+543%	+$19.2K	0.01%	107
2023 Q1	$3.62K	Buy	+37	New	+$3.69K	﹤0.01%	144

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buck Wealth Strategies's PM Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Philip Morris (PM) stake by 5.6% in Q2 2026, selling an estimated $14.4K and leaving 1,387 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #183.

Buck Wealth Strategies first reported a position in PM in Q1 2023 and has held it in 8 quarters since. The position peaked at $275K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Buck Wealth Strategies held 1,387 shares of Philip Morris worth $251K as of Q2 2026.
Buck Wealth Strategies sold 83 Philip Morris shares in Q2 2026, an estimated $14.4K.
Philip Morris made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #183 holding.
Buck Wealth Strategies first reported a position in Philip Morris in Q1 2023 and has held it in 8 quarters since.
Buck Wealth Strategies's Philip Morris position peaked at $275K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.