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Impact Partnership Wealth’s Philip Morris PM Stock Holding History

Impact Partnership 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 		$794K Buy
4,387
+1,667
+61% +$289K 0.08% 171
2026
Q1 		$450K Buy
+2,720
New +$473K 0.06% 216
2024
Q2 		– Sell
-200
Closed -$18.4K – 548
2024
Q1 		$18.4K Hold
200
– – 0.01% 394
2023
Q4 		$18.8K Sell
200
-59
-23% -$5.44K 0.01% 419
2023
Q3 		$24K Sell
259
-5,500
-96% -$529K 0.01% 472
2023
Q2 		$562K Buy
+5,759
New +$550K 0.2% 59

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

Impact Partnership Wealth's PM Position: Q2 2026 in Review

Impact Partnership Wealth increased its Philip Morris (PM) stake by 61% in Q2 2026, buying an estimated $289K and bringing the position to 4,387 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #171.

Impact Partnership Wealth first reported a position in PM in Q2 2023 and has held it in 6 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Impact Partnership Wealth held 4,387 shares of Philip Morris worth $794K as of Q2 2026.
  • Impact Partnership Wealth bought 1,667 Philip Morris shares in Q2 2026, an estimated $289K.
  • Philip Morris made up 0.08% of Impact Partnership Wealth's portfolio in Q2 2026, its #171 holding.
  • Impact Partnership Wealth first reported a position in Philip Morris in Q2 2023 and has held it in 6 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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