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HB Wealth Management’s Philip Morris PM Stock Holding History

HB 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 		$18.9M Buy
104,512
+1,554
+2% +$270K 0.11% 108
2026
Q1 		$17M Buy
102,958
+7,649
+8% +$1.33M 0.11% 101
2025
Q4 		$15.3M Buy
95,309
+269
+0.3% +$41.7K 0.1% 110
2025
Q3 		$15.4M Buy
95,040
+13,185
+16% +$2.22M 0.1% 106
2025
Q2 		$14.9M Sell
81,855
-10,106
-11% -$1.74M 0.12% 96
2025
Q1 		$14.6M Buy
91,961
+26,348
+40% +$3.73M 0.12% 96
2024
Q4 		$7.9M Buy
65,613
+11,846
+22% +$1.49M 0.08% 119
2024
Q3 		$6.53M Buy
53,767
+9,901
+23% +$1.15M 0.07% 135
2024
Q2 		$4.44M Buy
43,866
+8,309
+23% +$812K 0.05% 164
2024
Q1 		$3.26M Sell
35,557
-650
-2% -$59.9K 0.04% 184
2023
Q4 		$3.41M Sell
36,207
-2,363
-6% -$218K 0.05% 165
2023
Q3 		$3.57M Buy
38,570
+5,494
+17% +$529K 0.06% 155
2023
Q2 		$3.23M Buy
33,076
+4,769
+17% +$456K 0.05% 158
2023
Q1 		$2.75M Buy
28,307
+1,603
+6% +$160K 0.05% 164
2022
Q4 		$2.7M Buy
26,704
+2,834
+12% +$267K 0.05% 165
2022
Q3 		$1.98M Sell
23,870
-488
-2% -$46.5K 0.04% 176
2022
Q2 		$2.4M Buy
24,358
+8,258
+51% +$842K 0.05% 156
2022
Q1 		$1.51M Buy
16,100
+5,086
+46% +$509K 0.03% 217
2021
Q4 		$1.05M Buy
+11,014
New +$1.03M 0.02% 234

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

HB Wealth Management's PM Position: Q2 2026 in Review

HB Wealth Management increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $270K and bringing the position to 104,512 shares worth $18.9M. The position accounts for 0.11% of the portfolio, ranked #108.

HB Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • HB Wealth Management held 104,512 shares of Philip Morris worth $18.9M as of Q2 2026.
  • HB Wealth Management bought 1,554 Philip Morris shares in Q2 2026, an estimated $270K.
  • Philip Morris made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #108 holding.
  • HB Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.