Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Philip Morris PM Stock Holding History

Envestnet Portfolio Solutions’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 		$14.1M Buy
77,746
+3,559
+5% +$617K 0.07% 173
2026
Q1 		$12.3M Sell
74,187
-45,772
-38% -$7.95M 0.07% 169
2025
Q4 		$19.2M Buy
119,959
+4,907
+4% +$760K 0.07% 149
2025
Q3 		$18.7M Sell
115,052
-15,101
-12% -$2.54M 0.07% 144
2025
Q2 		$23.7M Sell
130,153
-27,996
-18% -$4.81M 0.09% 113
2025
Q1 		$25.1M Sell
158,149
-65,038
-29% -$9.21M 0.1% 106
2024
Q4 		$26.9M Sell
223,187
-238
-0.1% -$30K 0.09% 107
2024
Q3 		$27.1M Sell
223,425
-19,815
-8% -$2.3M 0.09% 111
2024
Q2 		$24.6M Buy
243,240
+4,588
+2% +$449K 0.09% 117
2024
Q1 		$21.9M Buy
238,652
+10,722
+5% +$989K 0.08% 124
2023
Q4 		$21.4M Buy
227,930
+12,938
+6% +$1.19M 0.09% 112
2023
Q3 		$19.9M Buy
+214,992
New +$20.7M 0.09% 107

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

Envestnet Portfolio Solutions's PM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Philip Morris (PM) stake by 4.8% in Q2 2026, buying an estimated $617K and bringing the position to 77,746 shares worth $14.1M. The position accounts for 0.07% of the portfolio, ranked #173.

Envestnet Portfolio Solutions first reported a position in PM in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.1M in Q3 2024. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Envestnet Portfolio Solutions held 77,746 shares of Philip Morris worth $14.1M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 3,559 Philip Morris shares in Q2 2026, an estimated $617K.
  • Philip Morris made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #173 holding.
  • Envestnet Portfolio Solutions first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Philip Morris position peaked at $27.1M in Q3 2024.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.