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Evoke Wealth’s Philip Morris PM Stock Holding History

Evoke Wealth’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 		– Sell
-7,905
Closed -$1.32M – 480
2026
Q1 		$1.32M Buy
7,905
+289
+4% +$50.2K 0.02% 232
2025
Q4 		$1.23M Sell
7,616
-310
-4% -$48K 0.02% 236
2025
Q3 		$1.29M Buy
7,926
+454
+6% +$76.4K 0.03% 222
2025
Q2 		$1.37M Buy
7,472
+3,777
+102% +$649K 0.03% 199
2025
Q1 		$591K Buy
3,695
+692
+23% +$98K 0.02% 254
2024
Q4 		$365K Buy
3,003
+388
+15% +$48.9K 0.01% 310
2024
Q3 		$321K Buy
+2,615
New +$304K 0.01% 324
2023
Q4 		– Sell
-2,236
Closed -$210K – 288
2023
Q3 		$210K Buy
+2,236
New +$215K 0.01% 350
2022
Q4 		– Sell
-1,155
Closed -$97K – 929
2022
Q3 		$97K Buy
1,155
+24
+2% +$2.29K ﹤0.01% 419
2022
Q2 		$113K Sell
1,131
-184
-14% -$18.8K ﹤0.01% 398
2022
Q1 		$125K Sell
1,315
-353
-21% -$35.3K ﹤0.01% 406
2021
Q4 		$161K Buy
1,668
+5
+0.3% +$467 0.01% 390
2021
Q3 		$159K Sell
1,663
-9
-0.5% -$905 0.01% 364
2021
Q2 		$168K Sell
1,672
-121
-7% -$11.6K 0.01% 380
2021
Q1 		$161K Buy
1,793
+981
+121% +$83.3K 0.01% 328
2020
Q4 		$68K Sell
812
-2
-0.2% -$156 ﹤0.01% 340
2020
Q3 		$62K Sell
814
-11
-1% -$849 0.01% 333
2020
Q2 		$59K Sell
825
-353
-30% -$25.7K 0.01% 333
2020
Q1 		$87.1K Sell
1,178
-3,953
-77% -$325K 0.01% 276
2019
Q4 		$442K Buy
5,131
+2,137
+71% +$176K 0.06% 132
2019
Q3 		$231K Buy
+2,994
New +$237K 0.03% 238

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

Evoke Wealth's PM Position: Q2 2026 in Review

Evoke Wealth sold out of Philip Morris (PM) in Q2 2026, closing a stake of 7,905 shares — an estimated $1.32M sold.

Evoke Wealth first reported a position in PM in Q3 2019 and held it in 21 quarters. The position peaked at $1.37M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Evoke Wealth reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,905 Philip Morris shares in Q2 2026, an estimated $1.32M.
  • Evoke Wealth first reported a position in Philip Morris in Q3 2019 and held it in 21 quarters.
  • Evoke Wealth's Philip Morris position peaked at $1.37M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.