Heritage Wealth Management (Ohio)’s Philip Morris PM Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.2M	Buy	+12,184	New	+$2.11M	0.55%	48
2026 Q1	–	Sell	-12,169	Closed	-$1.95M	–	223
2025 Q4	$1.95M	Buy	12,169 +3	+0%	+$465	0.54%	49
2025 Q3	$1.97M	Buy	12,166 +3	+0%	+$505	0.58%	43
2025 Q2	$2.22M	Sell	12,163 -15	-0.1%	-$2.58K	0.72%	34
2025 Q1	$1.93M	Buy	12,178 +5	+0%	+$708	0.66%	36
2024 Q4	$1.47M	Buy	12,173 +4	+0%	+$505	0.49%	50
2024 Q3	$1.48M	Buy	12,169 +4	+0%	+$465	0.48%	51
2024 Q2	$1.24M	Buy	+12,165	New	+$1.19M	0.42%	63

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

Heritage Wealth Management (Ohio)'s PM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Philip Morris (PM) in Q2 2026: 12,184 shares worth $2.2M. The stake represents 0.55% of the portfolio and ranks #48 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PM as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Heritage Wealth Management (Ohio) held 12,184 shares of Philip Morris worth $2.2M as of Q2 2026.
Philip Morris was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Philip Morris made up 0.55% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #48 holding.
Heritage Wealth Management (Ohio) first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Philip Morris position peaked at $2.22M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.