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CrossGen Wealth’s Philip Morris PM Stock Holding History

CrossGen Wealth’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 		$9.05K Sell
50
-75
-60% -$13K 0.01% 162
2026
Q1 		$20.6K Buy
125
+1
+0.8% +$174 0.02% 128
2025
Q4 		$19.9K Buy
+124
New +$19.2K 0.02% 124

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

CrossGen Wealth's PM Position: Q2 2026 in Review

CrossGen Wealth reduced its Philip Morris (PM) stake by 60% in Q2 2026, selling an estimated $13K and leaving 50 shares worth $9.05K. The position accounts for 0.01% of the portfolio, ranked #162.

CrossGen Wealth first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.6K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CrossGen Wealth held 50 shares of Philip Morris worth $9.05K as of Q2 2026.
  • CrossGen Wealth sold 75 Philip Morris shares in Q2 2026, an estimated $13K.
  • Philip Morris made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #162 holding.
  • CrossGen Wealth first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Philip Morris position peaked at $20.6K in Q1 2026.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.