Independent Wealth Network’s Philip Morris PM Stock Holding History

Independent Wealth Network’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 Q3	$325K	Buy	1,704 +15	+0.9%	+$2.83K	0.08%	239
2026 Q2	$306K	Sell	1,689 -11	-0.6%	-$1.91K	0.08%	241
2026 Q1	$281K	Buy	1,700 +15	+0.9%	+$2.61K	0.08%	227
2025 Q4	$270K	Sell	1,685 -73	-4%	-$11.3K	0.08%	220
2025 Q3	$285K	Sell	1,758 -4	-0.2%	-$673	0.09%	214
2025 Q2	$321K	Buy	1,762 +79	+5%	+$13.6K	0.12%	185
2025 Q1	$267K	Buy	+1,683	New	+$238K	0.11%	189
2022 Q1	–	Sell	-2,118	Closed	-$201K	–	227
2021 Q4	$201K	Buy	+2,118	New	+$198K	0.12%	201

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Independent Wealth Network's PM Position: Q3 2026 in Review

Independent Wealth Network increased its Philip Morris (PM) stake by 0.89% in Q3 2026, buying an estimated $2.83K and bringing the position to 1,704 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #239.

Independent Wealth Network first reported a position in PM in Q4 2021 and has held it in 8 quarters since. 2,527 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Independent Wealth Network held 1,704 shares of Philip Morris worth $325K as of Q3 2026.
Independent Wealth Network bought 15 Philip Morris shares in Q3 2026, an estimated $2.83K.
Philip Morris made up 0.08% of Independent Wealth Network's portfolio in Q3 2026, its #239 holding.
Independent Wealth Network first reported a position in Philip Morris in Q4 2021 and has held it in 8 quarters since.
2,527 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.