CCG Wealth Management’s Philip Morris PM Stock Holding History

CCG 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	$231K	Buy	+1,267	New	+$220K	0.05%	138

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

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

CCG Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,267 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings.

2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

CCG Wealth Management held 1,267 shares of Philip Morris worth $231K as of Q2 2026.
Philip Morris was a new CCG Wealth Management position in Q2 2026.
Philip Morris made up 0.05% of CCG Wealth Management's portfolio in Q2 2026, its #138 holding.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.