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Elyxium Wealth’s Philip Morris PM Stock Holding History

Elyxium Wealth’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 		$781K Buy
4,320
+334
+8% +$57.9K 0.08% 146
2026
Q1 		$659K Sell
3,986
-1,162
-23% -$202K 0.21% 87
2025
Q4 		$826K Sell
5,148
-739
-13% -$114K 0.23% 78
2025
Q3 		$955K Sell
5,887
-349
-6% -$58.7K 0.33% 61
2025
Q2 		$1.14M Buy
6,236
+2,351
+61% +$404K 0.43% 52
2025
Q1 		$617K Buy
+3,885
New +$550K 0.27% 76

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Elyxium Wealth's PM Position: Q2 2026 in Review

Elyxium Wealth increased its Philip Morris (PM) stake by 8.4% in Q2 2026, buying an estimated $57.9K and bringing the position to 4,320 shares worth $781K. The position accounts for 0.08% of the portfolio, ranked #146.

Elyxium Wealth first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elyxium Wealth held 4,320 shares of Philip Morris worth $781K as of Q2 2026.
  • Elyxium Wealth bought 334 Philip Morris shares in Q2 2026, an estimated $57.9K.
  • Philip Morris made up 0.08% of Elyxium Wealth's portfolio in Q2 2026, its #146 holding.
  • Elyxium Wealth first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Elyxium Wealth's Philip Morris position peaked at $1.14M in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.