Jamison Private Wealth Management’s Philip Morris PM Stock Holding History

Jamison Private 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	$1.5M	Buy	8,271 +62	+0.8%	+$10.8K	0.15%	106
2026 Q1	$1.36M	Sell	8,209 -50	-0.6%	-$8.69K	0.17%	106
2025 Q4	$1.32M	Buy	8,259 +50	+0.6%	+$7.75K	0.16%	107
2025 Q3	$1.33M	Buy	8,209 +3,302	+67%	+$556K	0.17%	102
2025 Q2	$894K	Sell	4,907 -3,302	-40%	-$567K	0.13%	111
2025 Q1	$1.3M	Hold	8,209	–	–	0.2%	96
2024 Q4	$988K	Buy	8,209 +3,302	+67%	+$417K	0.15%	108
2024 Q3	$596K	Hold	4,907	–	–	0.09%	131
2024 Q2	$497K	Buy	4,907 +800	+19%	+$78.2K	0.08%	133
2024 Q1	$376K	Sell	4,107 -225	-5%	-$20.7K	0.06%	145
2023 Q4	$408K	Hold	4,332	–	–	0.08%	138
2023 Q3	$401K	Buy	+4,332	New	+$417K	0.08%	134

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jamison Private Wealth Management's PM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Philip Morris (PM) stake by 0.76% in Q2 2026, buying an estimated $10.8K and bringing the position to 8,271 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #106.

Jamison Private Wealth Management first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Jamison Private Wealth Management held 8,271 shares of Philip Morris worth $1.5M as of Q2 2026.
Jamison Private Wealth Management bought 62 Philip Morris shares in Q2 2026, an estimated $10.8K.
Philip Morris made up 0.15% of Jamison Private Wealth Management's portfolio in Q2 2026, its #106 holding.
Jamison Private Wealth Management first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.