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Legacy Edge Advisors’s Philip Morris PM Stock Holding History

Legacy Edge Advisors’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 		$225K Hold
1,242
– – 0.02% 224
2026
Q1 		$205K Sell
1,242
-24
-2% -$4.17K 0.02% 220
2025
Q4 		$203K Sell
1,266
-10
-0.8% -$1.55K 0.02% 216
2025
Q3 		$207K Hold
1,276
– – 0.02% 200
2025
Q2 		$232K Buy
+1,276
New +$219K 0.03% 189

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 $3.38T AUM 44.17% 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 Edge Advisors's PM Position: Q2 2026 in Review

Legacy Edge Advisors held its Philip Morris (PM) position steady in Q2 2026 at 1,242 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #224.

Legacy Edge Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $232K in Q2 2025. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Edge Advisors held 1,242 shares of Philip Morris worth $225K as of Q2 2026.
  • Legacy Edge Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #224 holding.
  • Legacy Edge Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Legacy Edge Advisors's Philip Morris position peaked at $232K in Q2 2025.
  • 2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.