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Independent Solutions Wealth Management’s Philip Morris PM Stock Holding History

Independent Solutions 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 		$3.93M Buy
21,698
+353
+2% +$61.2K 0.51% 56
2026
Q1 		$3.53M Sell
21,345
-1,445
-6% -$251K 0.52% 54
2025
Q4 		$3.66M Buy
22,790
+251
+1% +$38.9K 0.67% 47
2025
Q3 		$3.66M Buy
22,539
+706
+3% +$119K 0.65% 47
2025
Q2 		$3.98M Buy
21,833
+405
+2% +$69.5K 0.78% 39
2025
Q1 		$3.4M Sell
21,428
-1,033
-5% -$146K 0.76% 40
2024
Q4 		$2.7M Buy
22,461
+359
+2% +$45.3K 0.59% 49
2024
Q3 		$2.68M Sell
22,102
-410
-2% -$47.6K 0.61% 51
2024
Q2 		$2.28M Sell
22,512
-828
-4% -$81K 0.52% 60
2024
Q1 		$2.14M Sell
23,340
-889
-4% -$82K 0.51% 59
2023
Q4 		$2.28M Buy
24,229
+2,887
+14% +$266K 0.58% 51
2023
Q3 		$1.98M Buy
21,342
+226
+1% +$21.8K 0.51% 50
2023
Q2 		$2.06M Buy
21,116
+403
+2% +$38.5K 0.52% 49
2023
Q1 		$2.01M Sell
20,713
-224
-1% -$22.3K 0.59% 46
2022
Q4 		$2.12M Buy
20,937
+1,178
+6% +$111K 0.65% 42
2022
Q3 		$1.64M Buy
19,759
+276
+1% +$26.3K 0.54% 49
2022
Q2 		$1.92M Buy
19,483
+1,376
+8% +$140K 0.6% 44
2022
Q1 		$1.7M Buy
18,107
+2,583
+17% +$258K 0.4% 62
2021
Q4 		$1.47M Buy
15,524
+424
+3% +$39.6K 0.35% 77
2021
Q3 		$1.43M Buy
15,100
+1,083
+8% +$109K 0.35% 68
2021
Q2 		$1.39M Buy
14,017
+5,738
+69% +$551K 0.34% 70
2021
Q1 		$735K Sell
8,279
-156
-2% -$13.2K 0.2% 95
2020
Q4 		$698K Sell
8,435
-290
-3% -$22.6K 0.22% 89
2020
Q3 		$654K Buy
8,725
+306
+4% +$23.6K 0.25% 82
2020
Q2 		$590K Sell
8,419
-593
-7% -$43.2K 0.25% 81
2020
Q1 		$658K Sell
9,012
-99
-1% -$8.15K 0.36% 54
2019
Q4 		$775K Buy
+9,111
New +$751K 0.34% 56

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

Independent Solutions Wealth Management's PM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Philip Morris (PM) stake by 1.7% in Q2 2026, buying an estimated $61.2K and bringing the position to 21,698 shares worth $3.93M. The position accounts for 0.51% of the portfolio, ranked #56.

Independent Solutions Wealth Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.98M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Independent Solutions Wealth Management held 21,698 shares of Philip Morris worth $3.93M as of Q2 2026.
  • Independent Solutions Wealth Management bought 353 Philip Morris shares in Q2 2026, an estimated $61.2K.
  • Philip Morris made up 0.51% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Independent Solutions Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Philip Morris position peaked at $3.98M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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