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Laurel Oak Wealth Management’s Philip Morris PM Stock Holding History

Laurel Oak 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 		$617K Sell
3,412
-234
-6% -$40.6K 0.09% 173
2026
Q1 		$603K Buy
3,646
+28
+0.8% +$4.87K 0.1% 163
2025
Q4 		$580K Buy
+3,618
New +$561K 0.1% 166

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

Laurel Oak Wealth Management's PM Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Philip Morris (PM) stake by 6.4% in Q2 2026, selling an estimated $40.6K and leaving 3,412 shares worth $617K. The position accounts for 0.09% of the portfolio, ranked #173.

Laurel Oak Wealth Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Laurel Oak Wealth Management held 3,412 shares of Philip Morris worth $617K as of Q2 2026.
  • Laurel Oak Wealth Management sold 234 Philip Morris shares in Q2 2026, an estimated $40.6K.
  • Philip Morris made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Laurel Oak Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.