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Campbell Deegan Wealth Management’s Philip Morris PM Stock Holding History

Campbell Deegan 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 		$1.37M Sell
7,563
-716
-9% -$124K 0.97% 13
2026
Q1 		$1.37M Buy
8,279
+23
+0.3% +$4K 1.1% 12
2025
Q4 		$1.32M Buy
8,256
+33
+0.4% +$5.11K 1.07% 13
2025
Q3 		$1.33M Buy
8,223
+173
+2% +$29.1K 1.19% 11
2025
Q2 		$1.47M Buy
8,050
+4
+0% +$687 1.44% 10
2025
Q1 		$1.28M Sell
8,046
-92
-1% -$13K 1.47% 10
2024
Q4 		$979K Buy
+8,138
New +$1.03M 1.18% 10

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

Campbell Deegan Wealth Management's PM Position: Q2 2026 in Review

Campbell Deegan Wealth Management reduced its Philip Morris (PM) stake by 8.6% in Q2 2026, selling an estimated $124K and leaving 7,563 shares worth $1.37M. The position accounts for 0.97% of the portfolio, ranked #13.

Campbell Deegan Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Campbell Deegan Wealth Management held 7,563 shares of Philip Morris worth $1.37M as of Q2 2026.
  • Campbell Deegan Wealth Management sold 716 Philip Morris shares in Q2 2026, an estimated $124K.
  • Philip Morris made up 0.97% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Campbell Deegan Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Campbell Deegan Wealth Management's Philip Morris position peaked at $1.47M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.