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Cyndeo Wealth Partners’s Philip Morris PM Stock Holding History

Cyndeo 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 		$1.07M Sell
5,937
-205
-3% -$35.6K 0.05% 254
2026
Q1 		$1.02M Buy
6,142
+904
+17% +$157K 0.05% 236
2025
Q4 		$840K Sell
5,238
-1,546
-23% -$240K 0.05% 257
2025
Q3 		$1.1M Sell
6,784
-284
-4% -$47.8K 0.06% 221
2025
Q2 		$1.29M Buy
7,068
+337
+5% +$57.9K 0.08% 197
2025
Q1 		$1.07M Buy
6,731
+115
+2% +$16.3K 0.07% 208
2024
Q4 		$796K Sell
6,616
-131
-2% -$16.5K 0.05% 241
2024
Q3 		$819K Buy
6,747
+1,263
+23% +$147K 0.06% 239
2024
Q2 		$556K Sell
5,484
-844
-13% -$82.5K 0.04% 268
2024
Q1 		$580K Sell
6,328
-62,604
-91% -$5.77M 0.05% 246
2023
Q4 		$6.49M Buy
68,932
+24,405
+55% +$2.25M 0.6% 43
2023
Q3 		$4.12M Buy
44,527
+1,553
+4% +$149K 0.43% 75
2023
Q2 		$4.2M Buy
42,974
+2,652
+7% +$253K 0.44% 69
2023
Q1 		$3.92M Sell
40,322
-3,829
-9% -$382K 0.42% 73
2022
Q4 		$4.47M Buy
+44,151
New +$4.17M 0.52% 62

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

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

Cyndeo Wealth Partners reduced its Philip Morris (PM) stake by 3.3% in Q2 2026, selling an estimated $35.6K and leaving 5,937 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #254.

Cyndeo Wealth Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.49M in Q4 2023. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cyndeo Wealth Partners held 5,937 shares of Philip Morris worth $1.07M as of Q2 2026.
  • Cyndeo Wealth Partners sold 205 Philip Morris shares in Q2 2026, an estimated $35.6K.
  • Philip Morris made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #254 holding.
  • Cyndeo Wealth Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Philip Morris position peaked at $6.49M in Q4 2023.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.