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Legacy Investment Solutions’s Philip Morris PM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$25.3K Buy
+139
New +$23.9K 0.01% 216
2024
Q4 		$20.1K Sell
139
-34
-20% -$4.29K 0.01% 219
2024
Q3 		$21.7K Buy
+173
New +$20.1K 0.01% 209

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's PM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Philip Morris (PM) in Q2 2025: 139 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PM in Q3 2024 and has held it in 3 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Legacy Investment Solutions held 139 shares of Philip Morris worth $25.3K as of Q2 2025.
  • Philip Morris was a new Legacy Investment Solutions position in Q2 2025.
  • Philip Morris made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #216 holding.
  • Legacy Investment Solutions first reported a position in Philip Morris in Q3 2024 and has held it in 3 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.