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CFM Wealth Partners’s Philip Morris PM Stock Holding History

CFM Wealth Partners’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 		$16.2M Sell
89,631
-3,481
-4% -$604K 2.07% 10
2026
Q1 		$15.4M Buy
93,112
+3,481
+4% +$605K 2.31% 8
2025
Q4 		$14.4M Hold
89,631
– – 2.08% 8
2025
Q3 		$14.5M Hold
89,631
– – 2.11% 10
2025
Q2 		$16.3M Hold
89,631
– – 2.6% 7
2025
Q1 		$14.2M Buy
89,631
+65
+0.1% +$9.21K 2.51% 9
2024
Q4 		$10.8M Hold
89,566
– – 1.82% 12
2024
Q3 		$10.9M Buy
89,566
+175
+0.2% +$20.3K 1.9% 11
2024
Q2 		$9.06M Buy
89,391
+300
+0.3% +$29.3K 1.66% 13
2024
Q1 		$8.16M Buy
89,091
+336
+0.4% +$31K 1.64% 14
2023
Q4 		$8.35M Sell
88,755
-243
-0.3% -$22.4K 1.89% 9
2023
Q3 		$8.24M Buy
88,998
+328
+0.4% +$31.6K 2.16% 8
2023
Q2 		$8.66M Sell
88,670
-53
-0.1% -$5.06K 2.1% 8
2023
Q1 		$8.63M Hold
88,723
– – 2.33% 8
2022
Q4 		$8.98M Sell
88,723
-231
-0.3% -$21.8K 2.69% 6
2022
Q3 		$7.38M Hold
88,954
– – 2.36% 8
2022
Q2 		$8.78M Buy
88,954
+665
+0.8% +$67.8K 2.64% 8
2022
Q1 		$8.29M Buy
88,289
+52
+0.1% +$5.2K 1.99% 10
2021
Q4 		$8.45M Buy
88,237
+984
+1% +$92K 1.89% 12
2021
Q3 		$8.27M Buy
87,253
+201
+0.2% +$20.2K 2.08% 12
2021
Q2 		$8.63M Hold
87,052
– – 2.29% 12
2021
Q1 		$7.72M Buy
87,052
+3,392
+4% +$288K 2.33% 10
2020
Q4 		$6.93M Hold
83,660
– – 2.21% 10
2020
Q3 		$6.27M Sell
83,660
-486
-0.6% -$37.5K 2.29% 10
2020
Q2 		$5.89M Hold
84,146
– – 2.24% 11
2020
Q1 		$6.14M Buy
84,146
+8,868
+12% +$730K 2.85% 6
2019
Q4 		$6.67M Buy
+75,278
New +$6.2M 2.46% 8

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

CFM Wealth Partners's PM Position: Q2 2026 in Review

CFM Wealth Partners reduced its Philip Morris (PM) stake by 3.7% in Q2 2026, selling an estimated $604K and leaving 89,631 shares worth $16.2M. The position accounts for 2.07% of the portfolio, ranked #10.

CFM Wealth Partners first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.3M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CFM Wealth Partners held 89,631 shares of Philip Morris worth $16.2M as of Q2 2026.
  • CFM Wealth Partners sold 3,481 Philip Morris shares in Q2 2026, an estimated $604K.
  • Philip Morris made up 2.07% of CFM Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • CFM Wealth Partners first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Philip Morris position peaked at $16.3M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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