Cahaba Wealth Management’s Philip Morris PM Stock Holding History

Cahaba 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	$242K	Buy	1,338 +13	+1%	+$2.25K	0.01%	150
2026 Q1	$219K	Buy	1,325 +20	+2%	+$3.48K	0.01%	143
2025 Q4	$209K	Buy	1,305 +4	+0.3%	+$620	0.01%	147
2025 Q3	$211K	Buy	1,301 +9	+0.7%	+$1.51K	0.02%	147
2025 Q2	$235K	Buy	1,292 +16	+1%	+$2.75K	0.02%	140
2025 Q1	$203K	Buy	+1,276	New	+$181K	0.02%	140
2023 Q3	–	Sell	-2,684	Closed	-$262K	–	150
2023 Q2	$262K	Buy	2,684 +143	+6%	+$13.7K	0.03%	120
2023 Q1	$247K	Buy	+2,541	New	+$253K	0.03%	123

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 $3.38T AUM 44.17% 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

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

Cahaba Wealth Management increased its Philip Morris (PM) stake by 0.98% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,338 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #150.

Cahaba Wealth Management first reported a position in PM in Q1 2023 and has held it in 8 quarters since. The position peaked at $262K in Q2 2023. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cahaba Wealth Management held 1,338 shares of Philip Morris worth $242K as of Q2 2026.
Cahaba Wealth Management bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
Philip Morris made up 0.01% of Cahaba Wealth Management's portfolio in Q2 2026, its #150 holding.
Cahaba Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 8 quarters since.
Cahaba Wealth Management's Philip Morris position peaked at $262K in Q2 2023.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.