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Copia Wealth Management’s Philip Morris PM Stock Holding History

Copia 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 		$180K Buy
996
+118
+13% +$20.5K 0.11% 120
2026
Q1 		$145K Hold
878
– – 0.1% 125
2025
Q4 		$141K Hold
878
– – 0.1% 124
2025
Q3 		$142K Sell
878
-6
-0.7% -$1.01K 0.11% 118
2025
Q2 		$161K Buy
884
+6
+0.7% +$1.03K 0.14% 101
2025
Q1 		$139K Hold
878
– – 0.13% 105
2024
Q4 		$106K Buy
+878
New +$111K 0.1% 110

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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

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

Copia Wealth Management increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $20.5K and bringing the position to 996 shares worth $180K. The position accounts for 0.11% of the portfolio, ranked #120.

Copia Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Copia Wealth Management held 996 shares of Philip Morris worth $180K as of Q2 2026.
  • Copia Wealth Management bought 118 Philip Morris shares in Q2 2026, an estimated $20.5K.
  • Philip Morris made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Copia Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.