FDW
PM icon

Fourth Dimension Wealth’s Philip Morris PM Stock Holding History

Fourth Dimension 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 		$104K Buy
576
+143
+33% +$24.8K 0.03% 195
2026
Q1 		$71.6K Sell
433
-84
-16% -$14.6K 0.03% 194
2025
Q4 		$83K Hold
517
– – 0.03% 191
2025
Q3 		$83.8K Sell
517
-966
-65% -$163K 0.03% 180
2025
Q2 		$270K Buy
1,483
+208
+16% +$35.7K 0.11% 104
2025
Q1 		$202K Sell
1,275
-172
-12% -$24.4K 0.1% 112
2024
Q4 		$174K Buy
+1,447
New +$183K 0.09% 112

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

Fourth Dimension Wealth's PM Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Philip Morris (PM) stake by 33% in Q2 2026, buying an estimated $24.8K and bringing the position to 576 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #195.

Fourth Dimension Wealth first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fourth Dimension Wealth held 576 shares of Philip Morris worth $104K as of Q2 2026.
  • Fourth Dimension Wealth bought 143 Philip Morris shares in Q2 2026, an estimated $24.8K.
  • Philip Morris made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #195 holding.
  • Fourth Dimension Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Philip Morris position peaked at $270K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.