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Daymark Wealth Partners’s Philip Morris PM Stock Holding History

Daymark 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 		$4.86M Sell
26,883
-1,084
-4% -$188K 0.12% 139
2026
Q1 		$4.62M Buy
27,967
+319
+1% +$55.4K 0.15% 125
2025
Q4 		$4.43M Sell
27,648
-44
-0.2% -$6.82K 0.14% 121
2025
Q3 		$4.49M Buy
27,692
+3,898
+16% +$656K 0.15% 121
2025
Q2 		$4.33M Buy
23,794
+1,789
+8% +$307K 0.16% 110
2025
Q1 		$3.49M Sell
22,005
-2,073
-9% -$294K 0.15% 116
2024
Q4 		$2.9M Sell
24,078
-405
-2% -$51.1K 0.12% 134
2024
Q3 		$2.97M Sell
24,483
-912
-4% -$106K 0.13% 136
2024
Q2 		$2.57M Buy
25,395
+7,826
+45% +$765K 0.12% 141
2024
Q1 		$1.61M Sell
17,569
-2,568
-13% -$237K 0.09% 151
2023
Q4 		$1.89M Buy
20,137
+50
+0.2% +$4.61K 0.12% 129
2023
Q3 		$1.86M Buy
20,087
+3,634
+22% +$350K 0.13% 127
2023
Q2 		$1.61M Buy
16,453
+4,405
+37% +$421K 0.12% 131
2023
Q1 		$1.17M Buy
12,048
+3,465
+40% +$345K 0.16% 112
2022
Q4 		$869K Buy
+8,583
New +$810K 0.15% 105

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

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

Daymark Wealth Partners reduced its Philip Morris (PM) stake by 3.9% in Q2 2026, selling an estimated $188K and leaving 26,883 shares worth $4.86M. The position accounts for 0.12% of the portfolio, ranked #139.

Daymark Wealth Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Daymark Wealth Partners held 26,883 shares of Philip Morris worth $4.86M as of Q2 2026.
  • Daymark Wealth Partners sold 1,084 Philip Morris shares in Q2 2026, an estimated $188K.
  • Philip Morris made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Daymark Wealth Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.