Diversify Wealth Management’s Philip Morris PM Stock Holding History

Diversify 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	$14.9M	Sell	76,367 -218	-0.3%	-$37.8K	0.25%	81
2026 Q1	$12.5M	Buy	76,585 +44,478	+139%	+$7.73M	0.22%	88
2025 Q4	$5.32M	Sell	32,107 -944	-3%	-$146K	0.25%	107
2025 Q3	$4.78M	Buy	33,051 +305	+0.9%	+$51.3K	0.28%	106
2025 Q2	$5.52M	Buy	32,746 +318	+1%	+$54.6K	0.34%	74
2025 Q1	$5.52M	Buy	32,428 +1,172	+4%	+$166K	0.41%	61
2024 Q4	$3.66M	Buy	31,256 +9,776	+46%	+$1.23M	0.29%	95
2024 Q3	$2.82M	Sell	21,480 -919	-4%	-$107K	0.27%	95
2024 Q2	$2.54M	Buy	+22,399	New	+$2.19M	0.32%	77

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Philip Morris (PM) stake by 0.28% in Q2 2026, selling an estimated $37.8K and leaving 76,367 shares worth $14.9M. The position accounts for 0.25% of the portfolio, ranked #81.

Diversify Wealth Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Diversify Wealth Management held 76,367 shares of Philip Morris worth $14.9M as of Q2 2026.
Diversify Wealth Management sold 218 Philip Morris shares in Q2 2026, an estimated $37.8K.
Philip Morris made up 0.25% of Diversify Wealth Management's portfolio in Q2 2026, its #81 holding.
Diversify Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.