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Institute for Wealth Management’s Philip Morris PM Stock Holding History

Institute for 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 		$465K Sell
2,573
-18
-0.7% -$3.12K 0.04% 342
2026
Q1 		$428K Buy
2,591
+19
+0.7% +$3.3K 0.05% 349
2025
Q4 		$413K Buy
2,572
+437
+20% +$67.7K 0.04% 353
2025
Q3 		$346K Buy
2,135
+58
+3% +$9.76K 0.04% 419
2025
Q2 		$378K Hold
2,077
– – 0.04% 375
2025
Q1 		$330K Hold
2,077
– – 0.04% 390
2024
Q4 		$250K Sell
2,077
-713
-26% -$90K 0.03% 442
2024
Q3 		$339K Hold
2,790
– – 0.04% 385
2024
Q2 		$283K Buy
2,790
+43
+2% +$4.2K 0.04% 398
2024
Q1 		$252K Buy
2,747
+162
+6% +$14.9K 0.03% 428
2023
Q4 		$243K Hold
2,585
– – 0.04% 417
2023
Q3 		$239K Sell
2,585
-24
-0.9% -$2.31K 0.04% 395
2023
Q2 		$255K Hold
2,609
– – 0.04% 401
2023
Q1 		$254K Hold
2,609
– – 0.05% 389
2022
Q4 		$264K Sell
2,609
-4
-0.2% -$377 0.06% 372
2022
Q3 		$217K Hold
2,613
– – 0.05% 411
2022
Q2 		$258K Sell
2,613
-23
-0.9% -$2.35K 0.05% 435
2022
Q1 		$248K Hold
2,636
– – 0.04% 469
2021
Q4 		$250K Buy
2,636
+23
+0.9% +$2.15K 0.04% 416
2021
Q3 		$248K Hold
2,613
– – 0.04% 418
2021
Q2 		$259K Hold
2,613
– – 0.05% 409
2021
Q1 		$232K Sell
2,613
-253
-9% -$21.5K 0.04% 411
2020
Q4 		$237K Sell
2,866
-945
-25% -$73.6K 0.05% 395
2020
Q3 		$286K Buy
+3,811
New +$294K 0.07% 325
2020
Q2 		– Sell
-2,829
Closed -$206K – 439
2020
Q1 		$206K Buy
2,829
+124
+5% +$10.2K 0.06% 364
2019
Q4 		$230K Sell
2,705
-1
-0% -$82 0.05% 398
2019
Q3 		$206K Sell
2,706
-2,117
-44% -$168K 0.05% 391
2019
Q2 		$379K Sell
4,823
-22
-0.5% -$1.82K 0.08% 301
2019
Q1 		$429K Buy
+4,845
New +$390K 0.09% 268
2017
Q3 		– Sell
-6,457
Closed -$757K – 357
2017
Q2 		$757K Buy
+6,457
New +$748K 0.21% 154

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

Institute for Wealth Management's PM Position: Q2 2026 in Review

Institute for Wealth Management reduced its Philip Morris (PM) stake by 0.69% in Q2 2026, selling an estimated $3.12K and leaving 2,573 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #342.

Institute for Wealth Management first reported a position in PM in Q2 2017 and has held it in 30 quarters since. The position peaked at $757K in Q2 2017. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Institute for Wealth Management held 2,573 shares of Philip Morris worth $465K as of Q2 2026.
  • Institute for Wealth Management sold 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
  • Philip Morris made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Institute for Wealth Management first reported a position in Philip Morris in Q2 2017 and has held it in 30 quarters since.
  • Institute for Wealth Management's Philip Morris position peaked at $757K in Q2 2017.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.