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Elite Wealth Management’s Philip Morris PM Stock Holding History

Elite 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
2018
Q3 		– Sell
-100
Closed -$8K – 55
2018
Q2 		$8K Buy
+100
New +$8.49K ﹤0.01% 58
2013
Q4 		– Sell
-8
Closed -$1K – 907
2013
Q3 		$1K Buy
+8
New +$699 ﹤0.01% 407

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

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

Elite Wealth Management reduced its Philip Morris (PM) stake by 61% in Q2 2026, selling an estimated $2.73M and leaving 10,093 shares worth $1.83M. The position accounts for 0.54% of the portfolio, ranked #26.

Elite Wealth Management first reported a position in PM in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.28M in Q3 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elite Wealth Management held 10,093 shares of Philip Morris worth $1.83M as of Q2 2026.
  • Elite Wealth Management sold 15,734 Philip Morris shares in Q2 2026, an estimated $2.73M.
  • Philip Morris made up 0.54% of Elite Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Elite Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 30 quarters since.
  • Elite Wealth Management's Philip Morris position peaked at $4.28M in Q3 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.