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Clark Wealth Partners’s Philip Morris PM Stock Holding History

Clark 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 		$33.1K Buy
181
+69
+62% +$12K 0.02% 145
2026
Q1 		$18.7K Hold
112
– – 0.01% 192
2025
Q4 		$18K Hold
112
– – 0.01% 193
2025
Q3 		$18K Buy
112
+34
+44% +$5.72K 0.01% 193
2025
Q2 		$14.2K Hold
78
– – 0.01% 185
2025
Q1 		$12.4K Sell
78
-1
-1% -$142 0.01% 181
2024
Q4 		$9.51K Buy
+79
New +$9.97K 0.01% 177

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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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Clark Wealth Partners increased its Philip Morris (PM) stake by 62% in Q2 2026, buying an estimated $12K and bringing the position to 181 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #145.

Clark Wealth Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Clark Wealth Partners held 181 shares of Philip Morris worth $33.1K as of Q2 2026.
  • Clark Wealth Partners bought 69 Philip Morris shares in Q2 2026, an estimated $12K.
  • Philip Morris made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Clark Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.