CPWA LLC’s Philip Morris PM Stock Holding History

CPWA LLC’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	$261K	Hold	1,440	–	–	0.3%	73
2026 Q1	$262K	Buy	+1,440	New	+$250K	0.31%	75

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

CPWA LLC's PM Position: Q2 2026 in Review

CPWA LLC held its Philip Morris (PM) position steady in Q2 2026 at 1,440 shares worth $261K. The position accounts for 0.3% of the portfolio, ranked #73.

CPWA LLC first reported a position in PM in Q1 2026 and has held it in 2 quarters since. The position peaked at $262K in Q1 2026. 2,914 funds tracked by Wall St. Rank hold PM as of Q2 2026.

CPWA LLC held 1,440 shares of Philip Morris worth $261K as of Q2 2026.
CPWA LLC left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.3% of CPWA LLC's portfolio in Q2 2026, its #73 holding.
CPWA LLC first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Philip Morris position peaked at $262K in Q1 2026.
2,914 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.