EWM
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Elevatus Welath Management’s Philip Morris PM Stock Holding History

Elevatus Welath 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 		$486K Buy
2,684
+19
+0.7% +$3.29K 0.12% 129
2026
Q1 		$441K Buy
2,665
+517
+24% +$89.8K 0.23% 80
2025
Q4 		$345K Sell
2,148
-578
-21% -$89.5K 0.09% 110
2025
Q3 		$442K Sell
2,726
-39
-1% -$6.56K 0.13% 82
2025
Q2 		$504K Buy
2,765
+12
+0.4% +$2.06K 0.17% 67
2025
Q1 		$437K Buy
2,753
+673
+32% +$95.3K 0.25% 59
2024
Q4 		$250K Buy
2,080
+95
+5% +$12K 0.09% 84
2024
Q3 		$241K Sell
1,985
-106
-5% -$12.3K 0.08% 84
2024
Q2 		$212K Buy
+2,091
New +$204K 0.08% 97
2024
Q1 		– Sell
-2,217
Closed -$209K – 106
2023
Q4 		$209K Buy
+2,217
New +$204K 0.09% 86

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 $3.38T 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

Elevatus Welath Management's PM Position: Q2 2026 in Review

Elevatus Welath Management increased its Philip Morris (PM) stake by 0.71% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,684 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #129.

Elevatus Welath Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $504K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elevatus Welath Management held 2,684 shares of Philip Morris worth $486K as of Q2 2026.
  • Elevatus Welath Management bought 19 Philip Morris shares in Q2 2026, an estimated $3.29K.
  • Philip Morris made up 0.12% of Elevatus Welath Management's portfolio in Q2 2026, its #129 holding.
  • Elevatus Welath Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Elevatus Welath Management's Philip Morris position peaked at $504K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.