Darwin Wealth Management’s Philip Morris PM Stock Holding History

Darwin Wealth Management’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	$83.8K	Buy	462 +4	+0.9%	+$694	0.02%	195
2026 Q1	$75.8K	Buy	458 +2	+0.4%	+$348	0.02%	190
2025 Q4	$73.3K	Buy	456 +2	+0.4%	+$310	0.02%	190
2025 Q3	$73.7K	Buy	454 +2	+0.4%	+$336	0.02%	190
2025 Q2	$82.5K	Buy	452 +4	+0.9%	+$687	0.03%	178
2025 Q1	$54K	Hold	448	–	–	0.02%	217
2024 Q4	$54K	Buy	448 +2	+0.4%	+$252	0.02%	217
2024 Q3	$54.2K	Buy	+446	New	+$51.8K	0.01%	228
2020 Q2	–	Sell	-1,478	Closed	-$107K	–	596
2020 Q1	$107K	Buy	+1,478	New	+$122K	0.03%	173
2018 Q2	–	Sell	-2,250	Closed	-$224K	–	133
2018 Q1	$224K	Sell	2,250 -221	-9%	-$23K	0.16%	112
2017 Q4	$261K	Buy	+2,471	New	+$263K	0.11%	135

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

Darwin Wealth Management's PM Position: Q2 2026 in Review

Darwin Wealth Management increased its Philip Morris (PM) stake by 0.87% in Q2 2026, buying an estimated $694 and bringing the position to 462 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #195.

Darwin Wealth Management first reported a position in PM in Q4 2017 and has held it in 11 quarters since. The position peaked at $261K in Q4 2017. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Darwin Wealth Management held 462 shares of Philip Morris worth $83.8K as of Q2 2026.
Darwin Wealth Management bought 4 Philip Morris shares in Q2 2026, an estimated $694.
Philip Morris made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #195 holding.
Darwin Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 11 quarters since.
Darwin Wealth Management's Philip Morris position peaked at $261K in Q4 2017.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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