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HORAN Wealth’s Philip Morris PM Stock Holding History

HORAN 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 		$463K Buy
2,561
+1,335
+109% +$232K 0.06% 148
2026
Q1 		$203K Buy
+1,226
New +$213K 0.02% 194
2025
Q4 		– Sell
-2,419
Closed -$392K – 194
2025
Q3 		$392K Buy
2,419
+1,198
+98% +$202K 0.06% 144
2025
Q2 		$222K Buy
+1,221
New +$210K 0.07% 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

HORAN Wealth's PM Position: Q2 2026 in Review

HORAN Wealth increased its Philip Morris (PM) stake by 109% in Q2 2026, buying an estimated $232K and bringing the position to 2,561 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #148.

HORAN Wealth first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • HORAN Wealth held 2,561 shares of Philip Morris worth $463K as of Q2 2026.
  • HORAN Wealth bought 1,335 Philip Morris shares in Q2 2026, an estimated $232K.
  • Philip Morris made up 0.06% of HORAN Wealth's portfolio in Q2 2026, its #148 holding.
  • HORAN Wealth first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.