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Todd Wealth Management, LLC’s Philip Morris PM Stock Holding History

Todd Wealth Management, LLC’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 		$800K Sell
4,421
-32
-0.7% -$5.55K 0.61% 41
2026
Q1 		$736K Buy
4,453
+1
+0% +$174 0.67% 41
2025
Q4 		$714K Buy
+4,452
New +$690K 0.65% 43

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's PM Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Philip Morris (PM) stake by 0.72% in Q2 2026, selling an estimated $5.55K and leaving 4,421 shares worth $800K. The position accounts for 0.61% of the portfolio, ranked #41.

Todd Wealth Management, LLC first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Todd Wealth Management, LLC held 4,421 shares of Philip Morris worth $800K as of Q2 2026.
  • Todd Wealth Management, LLC sold 32 Philip Morris shares in Q2 2026, an estimated $5.55K.
  • Philip Morris made up 0.61% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #41 holding.
  • Todd Wealth Management, LLC first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.