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Legacy Capital Wealth Partners’s Philip Morris PM Stock Holding History

Legacy Capital Wealth Partners’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 		$1.75M Sell
9,672
-634
-6% -$110K 0.34% 59
2026
Q1 		$1.7M Sell
10,306
-651
-6% -$113K 0.35% 52
2025
Q4 		$1.76M Buy
10,957
+153
+1% +$23.7K 0.38% 44
2025
Q3 		$1.75M Buy
10,804
+288
+3% +$48.5K 0.38% 44
2025
Q2 		$1.92M Buy
10,516
+390
+4% +$67K 0.44% 38
2025
Q1 		$1.61M Sell
10,126
-803
-7% -$114K 0.4% 41
2024
Q4 		$1.32M Buy
10,929
+1,763
+19% +$222K 0.33% 62
2024
Q3 		$1.11M Sell
9,166
-125
-1% -$14.5K 0.22% 95
2024
Q2 		$941K Buy
9,291
+7,199
+344% +$704K 0.24% 81
2024
Q1 		$205K Sell
2,092
-6,060
-74% -$559K 0.15% 106
2023
Q4 		$767K Sell
8,152
-117
-1% -$10.8K 0.22% 96
2023
Q3 		$766K Buy
+8,269
New +$796K 0.21% 100
2023
Q2 		– Sell
-7,036
Closed -$684K – 180
2023
Q1 		$684K Buy
+7,036
New +$701K 0.19% 107

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

Legacy Capital Wealth Partners's PM Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Philip Morris (PM) stake by 6.2% in Q2 2026, selling an estimated $110K and leaving 9,672 shares worth $1.75M. The position accounts for 0.34% of the portfolio, ranked #59.

Legacy Capital Wealth Partners first reported a position in PM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Capital Wealth Partners held 9,672 shares of Philip Morris worth $1.75M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 634 Philip Morris shares in Q2 2026, an estimated $110K.
  • Philip Morris made up 0.34% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Legacy Capital Wealth Partners first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's Philip Morris position peaked at $1.92M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.