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Dogwood Wealth Management’s Philip Morris PM Stock Holding History

Dogwood 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 		$44.7K Buy
247
+2
+0.8% +$347 0.02% 168
2026
Q1 		$40.5K Buy
245
+64
+35% +$11.1K 0.02% 164
2025
Q4 		$29K Buy
181
+14
+8% +$2.17K 0.01% 161
2025
Q3 		$27.1K Buy
167
+82
+96% +$13.8K 0.01% 156
2025
Q2 		$15.1K Buy
85
+46
+118% +$7.9K 0.01% 212
2025
Q1 		$6.19K Buy
+39
New +$5.52K ﹤0.01% 230
2024
Q3 		– Hold
0
– – – 204
2024
Q2 		– Hold
0
– – – 258
2024
Q1 		– Hold
0
– – – 257
2023
Q4 		– Hold
0
– – – 231

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

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

Dogwood Wealth Management increased its Philip Morris (PM) stake by 0.82% in Q2 2026, buying an estimated $347 and bringing the position to 247 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #168.

Dogwood Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Dogwood Wealth Management held 247 shares of Philip Morris worth $44.7K as of Q2 2026.
  • Dogwood Wealth Management bought 2 Philip Morris shares in Q2 2026, an estimated $347.
  • Philip Morris made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Dogwood Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.