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Landmark Wealth Management (New York)’s Philip Morris PM Stock Holding History

Landmark Wealth Management (New York)’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 		$582K Hold
3,215
– – 0.14% 103
2026
Q1 		$532K Buy
+3,215
New +$559K 0.14% 106

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Vanguard Capital Management
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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

Landmark Wealth Management (New York)'s PM Position: Q2 2026 in Review

Landmark Wealth Management (New York) held its Philip Morris (PM) position steady in Q2 2026 at 3,215 shares worth $582K. The position accounts for 0.14% of the portfolio, ranked #103.

Landmark Wealth Management (New York) first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Landmark Wealth Management (New York) held 3,215 shares of Philip Morris worth $582K as of Q2 2026.
  • Landmark Wealth Management (New York) left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.14% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #103 holding.
  • Landmark Wealth Management (New York) first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.