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Inlet Private Wealth’s Philip Morris PM Stock Holding History

Inlet Private 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 		– Sell
-1,613
Closed -$267K – 135
2026
Q1 		$267K Sell
1,613
-253
-14% -$44K 0.07% 116
2025
Q4 		$299K Hold
1,866
– – 0.07% 113
2025
Q3 		$303K Buy
1,866
+13
+0.7% +$2.19K 0.07% 113
2025
Q2 		$337K Sell
1,853
-1,500
-45% -$258K 0.08% 112
2025
Q1 		$532K Sell
3,353
-105
-3% -$14.9K 0.14% 101
2024
Q4 		$416K Sell
3,458
-500
-13% -$63.1K 0.11% 103
2024
Q3 		$481K Hold
3,958
– – 0.12% 101
2024
Q2 		$401K Hold
3,958
– – 0.11% 104
2024
Q1 		$363K Sell
3,958
-2,500
-39% -$231K 0.1% 104
2023
Q4 		$608K Sell
6,458
-1,495
-19% -$138K 0.19% 90
2023
Q3 		$736K Sell
7,953
-1,900
-19% -$183K 0.24% 83
2023
Q2 		$962K Hold
9,853
– – 0.24% 77
2023
Q1 		$958K Hold
9,853
– – 0.25% 78
2022
Q4 		$997K Buy
9,853
+973
+11% +$91.8K 0.26% 76
2022
Q3 		$737K Hold
8,880
– – 0.22% 80
2022
Q2 		$877K Hold
8,880
– – 0.25% 78
2022
Q1 		$834K Buy
8,880
+53
+0.6% +$5.3K 0.21% 85
2021
Q4 		$839K Hold
8,827
– – 0.2% 89
2021
Q3 		$837K Hold
8,827
– – 0.22% 85
2021
Q2 		$875K Buy
8,827
+27
+0.3% +$2.59K 0.23% 84
2021
Q1 		$781K Buy
8,800
+1,500
+21% +$127K 0.22% 80
2020
Q4 		$604K Buy
7,300
+2,100
+40% +$163K 0.2% 89
2020
Q3 		$390K Hold
5,200
– – 0.15% 99
2020
Q2 		$364K Hold
5,200
– – 0.15% 95
2020
Q1 		$379K Hold
5,200
– – 0.18% 93
2019
Q4 		$442K Buy
5,200
+1,000
+24% +$82.4K 0.15% 105
2019
Q3 		$319K Sell
4,200
-175
-4% -$13.9K 0.12% 116
2019
Q2 		$358K Sell
4,375
-1,900
-30% -$157K 0.13% 113
2019
Q1 		$555K Buy
6,275
+500
+9% +$40.3K 0.22% 96
2018
Q4 		$386K Buy
+5,775
New +$482K 0.21% 90

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 $3.38T AUM 44.17% 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

Inlet Private Wealth's PM Position: Q2 2026 in Review

Inlet Private Wealth sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,613 shares — an estimated $267K sold.

Inlet Private Wealth first reported a position in PM in Q4 2018 and held it in 30 quarters. The position peaked at $997K in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Inlet Private Wealth reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Inlet Private Wealth sold 1,613 Philip Morris shares in Q2 2026, an estimated $267K.
  • Inlet Private Wealth first reported a position in Philip Morris in Q4 2018 and held it in 30 quarters.
  • Inlet Private Wealth's Philip Morris position peaked at $997K in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.