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Essential Partners’s Philip Morris PM Stock Holding History

Essential Partners’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 		$283K Sell
1,563
-179
-10% -$31K 0.13% 172
2026
Q1 		$288K Buy
1,742
+66
+4% +$11.5K 0.1% 227
2025
Q4 		$269K Sell
1,676
-8,008
-83% -$1.24M 0.08% 266
2025
Q3 		$1.57M Sell
9,684
-147
-1% -$24.7K 0.52% 32
2025
Q2 		$1.79M Buy
+9,831
New +$1.69M 0.71% 24

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

Essential Partners's PM Position: Q2 2026 in Review

Essential Partners reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $31K and leaving 1,563 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #172.

Essential Partners first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Essential Partners held 1,563 shares of Philip Morris worth $283K as of Q2 2026.
  • Essential Partners sold 179 Philip Morris shares in Q2 2026, an estimated $31K.
  • Philip Morris made up 0.13% of Essential Partners's portfolio in Q2 2026, its #172 holding.
  • Essential Partners first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Philip Morris position peaked at $1.79M in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.