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Legacy Wealth Management (Idaho)’s Philip Morris PM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-384
Closed -$63.5K – 743
2026
Q1 		$63.5K Buy
384
+77
+25% +$13.4K 0.03% 239
2025
Q4 		$49.2K Buy
307
+168
+121% +$26K 0.02% 216
2025
Q3 		$22.5K Hold
139
– – 0.01% 256
2025
Q2 		$25.3K Hold
139
– – 0.01% 216
2025
Q1 		$22.1K Hold
139
– – 0.02% 232
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

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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

Legacy Wealth Management (Idaho)'s PM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Philip Morris (PM) in Q2 2026, closing a stake of 384 shares — an estimated $63.5K sold.

Legacy Wealth Management (Idaho) first reported a position in PM in Q3 2024 and held it in 7 quarters. The position peaked at $63.5K in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 384 Philip Morris shares in Q2 2026, an estimated $63.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Philip Morris in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Philip Morris position peaked at $63.5K in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.