Destiny Wealth Partners’s Philip Morris PM Stock Holding History

Destiny 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	–	Sell	-1,596	Closed	-$264K	–	842
2026 Q1	$264K	Sell	1,596 -364	-19%	-$63.3K	0.03%	194
2025 Q4	$344K	Buy	+1,960	New	+$304K	0.04%	161
2023 Q1	–	Sell	-180	Closed	-$18.3K	–	514
2022 Q4	$18.3K	Buy	180 +2	+1%	+$189	﹤0.01%	415
2022 Q3	$15K	Buy	178 +3	+2%	+$286	﹤0.01%	388
2022 Q2	$17K	Buy	175 +2	+1%	+$204	﹤0.01%	378
2022 Q1	$16K	Buy	173 +2	+1%	+$200	﹤0.01%	402
2021 Q4	$16K	Buy	171 +2	+1%	+$187	﹤0.01%	407
2021 Q3	$16K	Buy	+169	New	+$17K	﹤0.01%	388
2021 Q2	–	Sell	-165	Closed	-$15K	–	411
2021 Q1	$15K	Buy	165 +3	+2%	+$255	﹤0.01%	384
2020 Q4	$13K	Buy	+162	New	+$12.6K	﹤0.01%	393

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

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

Destiny Wealth Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,596 shares — an estimated $264K sold.

Destiny Wealth Partners first reported a position in PM in Q4 2020 and held it in 10 quarters. The position peaked at $344K in Q4 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Destiny Wealth Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,596 Philip Morris shares in Q2 2026, an estimated $264K.
Destiny Wealth Partners first reported a position in Philip Morris in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Philip Morris position peaked at $344K in Q4 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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