Code Waechter’s Philip Morris PM Stock Holding History

Code Waechter’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	$827K	Sell	4,572 -404	-8%	-$70.1K	0.43%	49
2026 Q1	$823K	Buy	4,976 +1,367	+38%	+$238K	0.49%	46
2025 Q4	$579K	Buy	3,609 +1,806	+100%	+$280K	0.37%	60
2025 Q3	$287K	Sell	1,803 -92	-5%	-$15.5K	0.19%	90
2025 Q2	$345K	Sell	1,895 -356	-16%	-$61.1K	0.25%	80
2025 Q1	$357K	Sell	2,251 -199	-8%	-$28.2K	0.29%	79
2024 Q4	$295K	Sell	2,450 -84	-3%	-$10.6K	0.26%	78
2024 Q3	$308K	Buy	+2,534	New	+$294K	0.29%	74

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

Code Waechter's PM Position: Q2 2026 in Review

Code Waechter reduced its Philip Morris (PM) stake by 8.1% in Q2 2026, selling an estimated $70.1K and leaving 4,572 shares worth $827K. The position accounts for 0.43% of the portfolio, ranked #49.

Code Waechter first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Code Waechter held 4,572 shares of Philip Morris worth $827K as of Q2 2026.
Code Waechter sold 404 Philip Morris shares in Q2 2026, an estimated $70.1K.
Philip Morris made up 0.43% of Code Waechter's portfolio in Q2 2026, its #49 holding.
Code Waechter first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.