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Elevation Wealth Partners’s Philip Morris PM Stock Holding History

Elevation 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 		$102K Buy
562
+353
+169% +$61.2K 0.03% 189
2026
Q1 		$34.6K Buy
209
+87
+71% +$15.1K 0.01% 290
2025
Q4 		$19.6K Buy
122
+10
+9% +$1.55K 0.01% 373
2025
Q3 		$18.2K Buy
112
+106
+1,767% +$17.8K 0.01% 340
2025
Q2 		$1.09K Hold
6
– – ﹤0.01% 440
2025
Q1 		$953 Hold
6
– – ﹤0.01% 446
2024
Q4 		$723 Hold
6
– – ﹤0.01% 455
2024
Q3 		$729 Hold
6
– – ﹤0.01% 441
2024
Q2 		$608 Sell
6
-7
-54% -$684 ﹤0.01% 472
2024
Q1 		$1.19K Buy
+13
New +$1.2K ﹤0.01% 430

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

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

Elevation Wealth Partners increased its Philip Morris (PM) stake by 169% in Q2 2026, buying an estimated $61.2K and bringing the position to 562 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #189.

Elevation Wealth Partners first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elevation Wealth Partners held 562 shares of Philip Morris worth $102K as of Q2 2026.
  • Elevation Wealth Partners bought 353 Philip Morris shares in Q2 2026, an estimated $61.2K.
  • Philip Morris made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Elevation Wealth Partners first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.