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Endowment Wealth Management’s Philip Morris PM Stock Holding History

Endowment 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 		$202K Buy
+1,119
New +$194K 0.08% 171
2025
Q4 		– Sell
-1,249
Closed -$203K – 161
2025
Q3 		$203K Buy
1,249
+49
+4% +$8.24K 0.09% 144
2025
Q2 		$219K Sell
1,200
-69
-5% -$11.8K 0.11% 135
2025
Q1 		$201K Buy
+1,269
New +$180K 0.13% 139

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

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

Endowment Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,119 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #171 among its holdings. This is a return to the name: Endowment Wealth Management previously reported a position in PM as recently as Q3 2025.

Endowment Wealth Management first reported a position in PM in Q1 2025 and has held it in 4 quarters since. The position peaked at $219K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Endowment Wealth Management held 1,119 shares of Philip Morris worth $202K as of Q2 2026.
  • Philip Morris was a new Endowment Wealth Management position in Q2 2026.
  • Philip Morris made up 0.08% of Endowment Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Endowment Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
  • Endowment Wealth Management's Philip Morris position peaked at $219K in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.