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FSB Premier Wealth Management’s Philip Morris PM Stock Holding History

FSB Premier Wealth Management’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 		$5.47M Buy
30,227
+1,923
+7% +$334K 1.54% 13
2026
Q1 		$4.68M Sell
28,304
-2,357
-8% -$410K 1.47% 14
2025
Q4 		$4.92M Buy
30,661
+2,187
+8% +$339K 1.56% 12
2025
Q3 		$4.62M Buy
28,474
+4,200
+17% +$707K 1.52% 14
2025
Q2 		$4.42M Buy
24,274
+3,628
+18% +$623K 1.58% 16
2025
Q1 		$3.28M Buy
20,646
+203
+1% +$28.8K 1.28% 18
2024
Q4 		$2.46M Buy
20,443
+4,116
+25% +$519K 0.99% 26
2024
Q3 		$1.98M Buy
16,327
+1,449
+10% +$168K 0.81% 32
2024
Q2 		$1.51M Buy
14,878
+4,228
+40% +$413K 0.68% 35
2024
Q1 		$976K Buy
10,650
+1,737
+19% +$160K 0.45% 52
2023
Q4 		$838K Buy
8,913
+1,935
+28% +$178K 0.42% 54
2023
Q3 		$646K Buy
6,978
+1,733
+33% +$167K 0.36% 63
2023
Q2 		$512K Buy
5,245
+619
+13% +$59.1K 0.28% 80
2023
Q1 		$450K Buy
4,626
+1,399
+43% +$139K 0.25% 83
2022
Q4 		$327K Buy
3,227
+529
+20% +$49.9K 0.18% 107
2022
Q3 		$224K Buy
2,698
+236
+10% +$22.5K 0.13% 125
2022
Q2 		$243K Buy
2,462
+106
+4% +$10.8K 0.13% 123
2022
Q1 		$241K Buy
2,356
+761
+48% +$76.1K 0.12% 121
2021
Q4 		$151K Buy
+1,595
New +$149K 0.06% 142

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

FSB Premier Wealth Management's PM Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Philip Morris (PM) stake by 6.8% in Q2 2026, buying an estimated $334K and bringing the position to 30,227 shares worth $5.47M. The position accounts for 1.54% of the portfolio, ranked #13.

FSB Premier Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,925 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • FSB Premier Wealth Management held 30,227 shares of Philip Morris worth $5.47M as of Q2 2026.
  • FSB Premier Wealth Management bought 1,923 Philip Morris shares in Q2 2026, an estimated $334K.
  • Philip Morris made up 1.54% of FSB Premier Wealth Management's portfolio in Q2 2026, its #13 holding.
  • FSB Premier Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.