Founders Grove Wealth Partners’s Philip Morris PM Stock Holding History

Founders Grove Wealth 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	$817K	Buy	4,518 +180	+4%	+$31.2K	0.16%	89
2026 Q1	$717K	Buy	4,338 +198	+5%	+$34.4K	0.16%	86
2025 Q4	$664K	Buy	4,140 +279	+7%	+$43.2K	0.15%	88
2025 Q3	$626K	Sell	3,861 -20	-0.5%	-$3.37K	0.15%	90
2025 Q2	$707K	Buy	3,881 +690	+22%	+$118K	0.18%	84
2025 Q1	$507K	Hold	3,191	–	–	0.14%	89
2024 Q4	$384K	Buy	+3,191	New	+$403K	0.11%	92

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Founders Grove Wealth Partners's PM Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,518 shares worth $817K. The position accounts for 0.16% of the portfolio, ranked #89.

Founders Grove Wealth Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Founders Grove Wealth Partners held 4,518 shares of Philip Morris worth $817K as of Q2 2026.
Founders Grove Wealth Partners bought 180 Philip Morris shares in Q2 2026, an estimated $31.2K.
Philip Morris made up 0.16% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #89 holding.
Founders Grove Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.