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IAG Wealth Partners’s Philip Morris PM Stock Holding History

IAG Wealth Partners’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 		$7.05K Hold
39
– – ﹤0.01% 398
2026
Q1 		$6.45K Hold
39
– – ﹤0.01% 410
2025
Q4 		$6.26K Buy
+39
New +$6.04K ﹤0.01% 396
2025
Q2 		– Sell
-60
Closed -$9.52K – 518
2025
Q1 		$9.52K Hold
60
– – ﹤0.01% 343
2024
Q4 		$7.22K Sell
60
-140
-70% -$17.7K ﹤0.01% 383
2024
Q3 		$24.3K Buy
+200
New +$23.2K ﹤0.01% 262
2021
Q4 		– Sell
-2,535
Closed -$241K – 422
2021
Q3 		$241K Buy
+2,535
New +$255K 0.09% 47

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

IAG Wealth Partners's PM Position: Q2 2026 in Review

IAG Wealth Partners held its Philip Morris (PM) position steady in Q2 2026 at 39 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

IAG Wealth Partners first reported a position in PM in Q3 2021 and has held it in 7 quarters since. The position peaked at $241K in Q3 2021. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • IAG Wealth Partners held 39 shares of Philip Morris worth $7.05K as of Q2 2026.
  • IAG Wealth Partners left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • IAG Wealth Partners first reported a position in Philip Morris in Q3 2021 and has held it in 7 quarters since.
  • IAG Wealth Partners's Philip Morris position peaked at $241K in Q3 2021.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.