Eagle Wealth Strategies’s Philip Morris PM Stock Holding History

Eagle Wealth Strategies’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	$209K	Buy	+1,154	New	+$200K	0.08%	108
2026 Q1	–	Sell	-1,254	Closed	-$201K	–	121
2025 Q4	$201K	Hold	1,254	–	–	0.09%	106
2025 Q3	$203K	Buy	1,254 +15	+1%	+$2.52K	0.1%	100
2025 Q2	$226K	Sell	1,239 -100	-7%	-$17.2K	0.13%	89
2025 Q1	$213K	Buy	+1,339	New	+$190K	0.13%	86

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

Eagle Wealth Strategies's PM Position: Q2 2026 in Review

Eagle Wealth Strategies opened a new position in Philip Morris (PM) in Q2 2026: 1,154 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: Eagle Wealth Strategies previously reported a position in PM as recently as Q4 2025.

Eagle Wealth Strategies first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $226K in Q2 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Eagle Wealth Strategies held 1,154 shares of Philip Morris worth $209K as of Q2 2026.
Philip Morris was a new Eagle Wealth Strategies position in Q2 2026.
Philip Morris made up 0.08% of Eagle Wealth Strategies's portfolio in Q2 2026, its #108 holding.
Eagle Wealth Strategies first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Eagle Wealth Strategies's Philip Morris position peaked at $226K in Q2 2025.
2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.