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Fountainhead AM’s Philip Morris PM Stock Holding History

Fountainhead AM’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 		$9.79K Sell
54
-280
-84% -$48.6K 0.01% 194
2026
Q1 		$55.2K Buy
334
+39
+13% +$6.78K 0.05% 151
2025
Q4 		$47.3K Sell
295
-2,484
-89% -$385K 0.07% 105
2025
Q3 		$451K Buy
2,779
+694
+33% +$117K 0.06% 129
2025
Q2 		$380K Buy
2,085
+617
+42% +$106K 0.06% 135
2025
Q1 		$233K Buy
+1,468
New +$208K 0.04% 162

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

Fountainhead AM's PM Position: Q2 2026 in Review

Fountainhead AM reduced its Philip Morris (PM) stake by 84% in Q2 2026, selling an estimated $48.6K and leaving 54 shares worth $9.79K. The position accounts for 0.01% of the portfolio, ranked #194.

Fountainhead AM first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fountainhead AM held 54 shares of Philip Morris worth $9.79K as of Q2 2026.
  • Fountainhead AM sold 280 Philip Morris shares in Q2 2026, an estimated $48.6K.
  • Philip Morris made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #194 holding.
  • Fountainhead AM first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Fountainhead AM's Philip Morris position peaked at $451K in Q3 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.