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Connecticut Wealth Management’s Philip Morris PM Stock Holding History

Connecticut 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 		$490K Hold
2,708
– – 0.02% 238
2026
Q1 		$448K Buy
+2,708
New +$471K 0.02% 238

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Vanguard Capital Management
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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
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

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

Connecticut Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 2,708 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #238.

Connecticut Wealth Management first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Connecticut Wealth Management held 2,708 shares of Philip Morris worth $490K as of Q2 2026.
  • Connecticut Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Connecticut Wealth Management first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.