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Empowered Funds’s Philip Morris PM Stock Holding History

Empowered Funds’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 		$26.4M Sell
146,159
-969
-0.7% -$168K 0.14% 143
2026
Q1 		$24.3M Buy
+147,128
New +$25.6M 0.16% 129
2025
Q4 		– Sell
-85,191
Closed -$13.8M – 1678
2025
Q3 		$13.8M Sell
85,191
-40,848
-32% -$6.87M 0.14% 147
2025
Q2 		$23M Sell
126,039
-33,867
-21% -$5.82M 0.26% 72
2025
Q1 		$25.4M Buy
159,906
+36,767
+30% +$5.21M 0.36% 37
2024
Q4 		$14.8M Buy
123,139
+5,696
+5% +$719K 0.22% 84
2024
Q3 		$14.3M Buy
117,443
+1,008
+0.9% +$117K 0.22% 85
2024
Q2 		$11.8M Buy
116,435
+37,507
+48% +$3.67M 0.2% 96
2024
Q1 		$7.23M Buy
78,928
+49,520
+168% +$4.57M 0.13% 213
2023
Q4 		$2.77M Sell
29,408
-10,659
-27% -$982K 0.07% 408
2023
Q3 		$3.71M Buy
40,067
+7,085
+21% +$682K 0.11% 251
2023
Q2 		$3.22M Buy
32,982
+12,806
+63% +$1.22M 0.11% 243
2023
Q1 		$1.96M Buy
20,176
+3,766
+23% +$375K 0.12% 208
2022
Q4 		$1.66M Buy
16,410
+5,335
+48% +$503K 0.11% 200
2022
Q3 		$919K Buy
11,075
+2,927
+36% +$279K 0.09% 188
2022
Q2 		$805K Buy
+8,148
New +$831K 0.1% 196

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

Empowered Funds's PM Position: Q2 2026 in Review

Empowered Funds reduced its Philip Morris (PM) stake by 0.66% in Q2 2026, selling an estimated $168K and leaving 146,159 shares worth $26.4M. The position accounts for 0.14% of the portfolio, ranked #143.

Empowered Funds first reported a position in PM in Q2 2022 and has held it in 16 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Empowered Funds held 146,159 shares of Philip Morris worth $26.4M as of Q2 2026.
  • Empowered Funds sold 969 Philip Morris shares in Q2 2026, an estimated $168K.
  • Philip Morris made up 0.14% of Empowered Funds's portfolio in Q2 2026, its #143 holding.
  • Empowered Funds first reported a position in Philip Morris in Q2 2022 and has held it in 16 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.