EPW
PM icon

Evolve Private Wealth’s Philip Morris PM Stock Holding History

Evolve Private 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 		$1.04M Sell
5,726
-5,483
-49% -$951K 0.06% 269
2026
Q1 		$1.85M Buy
11,209
+2,307
+26% +$401K 0.1% 201
2025
Q4 		$1.44M Buy
+8,902
New +$1.38M 0.09% 215

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

Evolve Private Wealth's PM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Philip Morris (PM) stake by 49% in Q2 2026, selling an estimated $951K and leaving 5,726 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #269.

Evolve Private Wealth first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Evolve Private Wealth held 5,726 shares of Philip Morris worth $1.04M as of Q2 2026.
  • Evolve Private Wealth sold 5,483 Philip Morris shares in Q2 2026, an estimated $951K.
  • Philip Morris made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #269 holding.
  • Evolve Private Wealth first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Philip Morris position peaked at $1.85M in Q1 2026.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.