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Curio Wealth’s Philip Morris PM Stock Holding History

Curio 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 		– Sell
-4
Closed -$661 – 857
2026
Q1 		$661 Sell
4
-46
-92% -$7.99K ﹤0.01% 449
2025
Q4 		$8.13K Buy
+50
New +$7.75K ﹤0.01% 260
2025
Q1 		– Sell
-400
Closed -$48.1K – 405
2024
Q4 		$48.1K Buy
+400
New +$50.5K 0.03% 126

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 $3.38T AUM 44.17% 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

Curio Wealth's PM Position: Q2 2026 in Review

Curio Wealth sold out of Philip Morris (PM) in Q2 2026, closing a stake of 4 shares — an estimated $661 sold.

Curio Wealth first reported a position in PM in Q4 2024 and held it in 3 quarters. The position peaked at $48.1K in Q4 2024. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Curio Wealth reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 4 Philip Morris shares in Q2 2026, an estimated $661.
  • Curio Wealth first reported a position in Philip Morris in Q4 2024 and held it in 3 quarters.
  • Curio Wealth's Philip Morris position peaked at $48.1K in Q4 2024.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.