Elmwood Wealth Management’s Philip Morris PM Stock Holding History

Elmwood 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
2026 Q2	$679K	Buy	3,751 +246	+7%	+$42.7K	0.17%	111
2026 Q1	$580K	Sell	3,505 -13	-0.4%	-$2.26K	0.16%	111
2025 Q4	$564K	Sell	3,518 -70	-2%	-$10.8K	0.18%	111
2025 Q3	$582K	Buy	3,588 +315	+10%	+$53K	0.21%	97
2025 Q2	$596K	Hold	3,273	–	–	0.24%	89
2025 Q1	$520K	Hold	3,273	–	–	0.21%	92
2024 Q4	$394K	Hold	3,273	–	–	0.16%	104
2024 Q3	$397K	Hold	3,273	–	–	0.16%	105
2024 Q2	$332K	Sell	3,273 -45	-1%	-$4.4K	0.15%	100
2024 Q1	$304K	Buy	3,318 +194	+6%	+$17.9K	0.13%	110
2023 Q4	$294K	Sell	3,124 -215	-6%	-$19.8K	0.21%	94
2023 Q3	$309K	Buy	3,339 +26	+0.8%	+$2.5K	0.15%	105
2023 Q2	$323K	Sell	3,313 -18	-0.5%	-$1.72K	0.15%	101
2023 Q1	$324K	Buy	3,331 +22	+0.7%	+$2.19K	0.15%	101
2022 Q4	$335K	Buy	3,309 +134	+4%	+$12.6K	0.17%	101
2022 Q3	$264K	Sell	3,175 -133	-4%	-$12.7K	0.13%	103
2022 Q2	$327K	Sell	3,308 -23	-0.7%	-$2.35K	0.19%	95
2022 Q1	$313K	Buy	3,331 +2	+0.1%	+$200	0.16%	99
2021 Q4	$316K	Buy	+3,329	New	+$311K	0.15%	101
2021 Q2	$233K	Hold	2,350	–	–	0.12%	102
2021 Q1	$209K	Buy	+2,350	New	+$200K	0.13%	102
2020 Q3	$167K	Hold	2,383	–	–	0.14%	92
2020 Q2	$167K	Buy	2,383 +47	+2%	+$3.43K	0.14%	92
2020 Q1	$232K	Buy	+2,336	New	+$192K	0.22%	81
2019 Q4	–	Sell	-2,336	Closed	-$177K	–	200
2019 Q3	$177K	Hold	2,336	–	–	0.18%	80
2019 Q2	$183K	Hold	2,336	–	–	0.16%	86
2019 Q1	$206K	Hold	2,336	–	–	0.19%	81
2018 Q4	$156K	Hold	2,336	–	–	0.15%	94
2018 Q3	$190K	Hold	2,336	–	–	0.16%	93
2018 Q2	$189K	Hold	2,336	–	–	0.17%	92
2018 Q1	$232K	Buy	+2,336	New	+$243K	0.22%	81

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

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

Elmwood Wealth Management increased its Philip Morris (PM) stake by 7% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,751 shares worth $679K. The position accounts for 0.17% of the portfolio, ranked #111.

Elmwood Wealth Management first reported a position in PM in Q1 2018 and has held it in 31 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Elmwood Wealth Management held 3,751 shares of Philip Morris worth $679K as of Q2 2026.
Elmwood Wealth Management bought 246 Philip Morris shares in Q2 2026, an estimated $42.7K.
Philip Morris made up 0.17% of Elmwood Wealth Management's portfolio in Q2 2026, its #111 holding.
Elmwood Wealth Management first reported a position in Philip Morris in Q1 2018 and has held it in 31 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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