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Lakeridge Wealth Management’s Philip Morris PM Stock Holding History

Lakeridge 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 		$529K Buy
2,923
+41
+1% +$7.11K 0.19% 102
2026
Q1 		$477K Buy
2,882
+64
+2% +$11.1K 0.2% 98
2025
Q4 		$452K Buy
2,818
+63
+2% +$9.76K 0.21% 98
2025
Q3 		$447K Sell
2,755
-225
-8% -$37.9K 0.2% 89
2025
Q2 		$543K Sell
2,980
-294
-9% -$50.5K 0.25% 76
2025
Q1 		$520K Buy
3,274
+163
+5% +$23.1K 0.26% 80
2024
Q4 		$374K Buy
3,111
+13
+0.4% +$1.64K 0.19% 96
2024
Q3 		$376K Sell
3,098
-131
-4% -$15.2K 0.21% 94
2024
Q2 		$327K Buy
3,229
+390
+14% +$38.1K 0.2% 100
2024
Q1 		$260K Sell
2,839
-169
-6% -$15.6K 0.17% 109
2023
Q4 		$283K Buy
+3,008
New +$277K 0.2% 93

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 $3.37T AUM 44.26% 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

Lakeridge Wealth Management's PM Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Philip Morris (PM) stake by 1.4% in Q2 2026, buying an estimated $7.11K and bringing the position to 2,923 shares worth $529K. The position accounts for 0.19% of the portfolio, ranked #102.

Lakeridge Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lakeridge Wealth Management held 2,923 shares of Philip Morris worth $529K as of Q2 2026.
  • Lakeridge Wealth Management bought 41 Philip Morris shares in Q2 2026, an estimated $7.11K.
  • Philip Morris made up 0.19% of Lakeridge Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Lakeridge Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Philip Morris position peaked at $543K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.