Future Financial Wealth Management’s Philip Morris PM Stock Holding History

Future Financial 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	$204K	Buy	+1,066	New	+$185K	0.13%	120
2025 Q4	–	Sell	-1,117	Closed	-$181K	–	343
2025 Q3	$181K	Sell	1,117 -45	-4%	-$7.57K	0.11%	124
2025 Q2	$212K	Hold	1,162	–	–	0.14%	107
2025 Q1	$184K	Hold	1,162	–	–	0.14%	115
2024 Q4	$140K	Sell	1,162 -200	-15%	-$25.2K	0.1%	131
2024 Q3	$165K	Buy	+1,362	New	+$158K	0.12%	127
2024 Q2	–	Sell	-1,362	Closed	-$125K	–	356
2024 Q1	$125K	Buy	+1,362	New	+$126K	0.1%	150
2022 Q2	–	Sell	-961	Closed	-$90K	–	373
2022 Q1	$90K	Buy	961 +26	+3%	+$2.6K	0.07%	193
2021 Q4	$90K	Buy	+935	New	+$87.4K	0.07%	203

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

Future Financial Wealth Management's PM Position: Q2 2026 in Review

Future Financial Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,066 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #120 among its holdings. This is a return to the name: Future Financial Wealth Management previously reported a position in PM as recently as Q3 2025.

Future Financial Wealth Management first reported a position in PM in Q4 2021 and has held it in 9 quarters since. The position peaked at $212K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Future Financial Wealth Management held 1,066 shares of Philip Morris worth $204K as of Q2 2026.
Philip Morris was a new Future Financial Wealth Management position in Q2 2026.
Philip Morris made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #120 holding.
Future Financial Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 9 quarters since.
Future Financial Wealth Management's Philip Morris position peaked at $212K in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.