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

Legacy Wealth Management (Mississippi)’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
-1,725
Closed -$285K – 119
2026
Q1 		$285K Buy
+1,725
New +$300K 0.08% 92

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State Street
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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,725 shares — an estimated $285K sold.

Legacy Wealth Management (Mississippi) first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $285K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Legacy Wealth Management (Mississippi) reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 1,725 Philip Morris shares in Q2 2026, an estimated $285K.
  • Legacy Wealth Management (Mississippi) first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Philip Morris position peaked at $285K in Q1 2026.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.