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Curated Wealth Partners’s Philip Morris PM Stock Holding History

Curated Wealth Partners’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 		$508K Buy
2,809
+323
+13% +$56K 0.06% 101
2026
Q1 		$411K Sell
2,486
-20
-0.8% -$3.48K 0.05% 124
2025
Q4 		$402K Buy
+2,506
New +$388K 0.04% 132
2025
Q3 		– Sell
-1,124
Closed -$205K – 170
2025
Q2 		$205K Buy
+1,124
New +$193K 0.02% 151

Other funds holding PM

Capital World Investors
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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

Curated Wealth Partners's PM Position: Q2 2026 in Review

Curated Wealth Partners increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $56K and bringing the position to 2,809 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #101.

Curated Wealth Partners first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Curated Wealth Partners held 2,809 shares of Philip Morris worth $508K as of Q2 2026.
  • Curated Wealth Partners bought 323 Philip Morris shares in Q2 2026, an estimated $56K.
  • Philip Morris made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Curated Wealth Partners first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.