Johnson & White Wealth Management’s Philip Morris PM Stock Holding History

Johnson & White 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	$300K	Buy	1,657 +8	+0.5%	+$1.39K	0.11%	98
2026 Q1	$273K	Hold	1,649	–	–	0.12%	95
2025 Q4	$264K	Hold	1,649	–	–	0.12%	99
2025 Q3	$267K	Hold	1,649	–	–	0.12%	93
2025 Q2	$300K	Sell	1,649 -29	-2%	-$4.98K	0.15%	88
2025 Q1	$266K	Hold	1,678	–	–	0.15%	87
2024 Q4	$203K	Buy	+1,678	New	+$212K	0.12%	97

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

Johnson & White Wealth Management's PM Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Philip Morris (PM) stake by 0.49% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,657 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #98.

Johnson & White Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Johnson & White Wealth Management held 1,657 shares of Philip Morris worth $300K as of Q2 2026.
Johnson & White Wealth Management bought 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
Philip Morris made up 0.11% of Johnson & White Wealth Management's portfolio in Q2 2026, its #98 holding.
Johnson & White Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Johnson & White Wealth Management's Philip Morris position peaked at $300K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.