Focus Partners Wealth
PM icon

Focus Partners Wealth’s Philip Morris PM Stock Holding History

Focus Partners 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 		$287M Sell
1,588,008
-73,982
-4% -$12.8M 0.29% 71
2026
Q1 		$275M Buy
1,661,990
+69,368
+4% +$12.1M 0.31% 74
2025
Q4 		$256M Buy
1,592,622
+1,039,815
+188% +$161M 0.29% 72
2025
Q3 		$89.7M Buy
552,807
+202,769
+58% +$34.1M 0.14% 138
2025
Q2 		$63.8M Buy
350,038
+21,806
+7% +$3.74M 0.14% 149
2025
Q1 		$52.1M Buy
328,232
+17,530
+6% +$2.48M 0.13% 160
2024
Q4 		$37.4M Buy
310,702
+169,297
+120% +$21.4M 0.1% 202
2024
Q3 		$17.2M Sell
141,405
-121,493
-46% -$14.1M 0.05% 309
2024
Q2 		$26.6M Buy
262,898
+186,515
+244% +$18.2M 0.09% 207
2024
Q1 		$7M Buy
76,383
+9,507
+14% +$877K 0.06% 260
2023
Q4 		$6.29M Buy
+66,876
New +$6.16M 0.08% 202

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

Focus Partners Wealth's PM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Philip Morris (PM) stake by 4.5% in Q2 2026, selling an estimated $12.8M and leaving 1,588,008 shares worth $287M. The position accounts for 0.29% of the portfolio, ranked #71.

Focus Partners Wealth first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Focus Partners Wealth held 1,588,008 shares of Philip Morris worth $287M as of Q2 2026.
  • Focus Partners Wealth sold 73,982 Philip Morris shares in Q2 2026, an estimated $12.8M.
  • Philip Morris made up 0.29% of Focus Partners Wealth's portfolio in Q2 2026, its #71 holding.
  • Focus Partners Wealth first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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