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Evergreen Wealth Solutions’s Philip Morris PM Stock Holding History

Evergreen Wealth 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 		$1.13M Buy
5,984
+1,569
+36% +$272K 0.06% 189
2026
Q1 		$730K Buy
4,415
+2,291
+108% +$398K 0.05% 197
2025
Q4 		$341K Buy
2,124
+369
+21% +$57.2K 0.05% 158
2025
Q3 		$285K Buy
+1,755
New +$295K 0.16% 97

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

Evergreen Wealth Solutions's PM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Philip Morris (PM) stake by 36% in Q2 2026, buying an estimated $272K and bringing the position to 5,984 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #189.

Evergreen Wealth Solutions first reported a position in PM in Q3 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Evergreen Wealth Solutions held 5,984 shares of Philip Morris worth $1.13M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,569 Philip Morris shares in Q2 2026, an estimated $272K.
  • Philip Morris made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #189 holding.
  • Evergreen Wealth Solutions first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.