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Leith Wheeler Investment Counsel’s Philip Morris PM Stock Holding History

Leith Wheeler Investment Counsel’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 		$239K Sell
1,321
-205
-13% -$35.6K 0.02% 84
2026
Q1 		$252K Sell
1,526
-17
-1% -$2.95K 0.02% 80
2025
Q4 		$248K Sell
1,543
-79,672
-98% -$12.3M 0.02% 81
2025
Q3 		$13.2M Buy
81,215
+79,672
+5,163% +$13.4M 0.89% 27
2025
Q2 		$281K Sell
1,543
-81,369
-98% -$14M 0.02% 62
2025
Q1 		$13.2M Sell
82,912
-18,455
-18% -$2.61M 0.91% 26
2024
Q4 		$12.2M Buy
+101,367
New +$12.8M 0.88% 26

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

Leith Wheeler Investment Counsel's PM Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its Philip Morris (PM) stake by 13% in Q2 2026, selling an estimated $35.6K and leaving 1,321 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #84.

Leith Wheeler Investment Counsel first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Leith Wheeler Investment Counsel held 1,321 shares of Philip Morris worth $239K as of Q2 2026.
  • Leith Wheeler Investment Counsel sold 205 Philip Morris shares in Q2 2026, an estimated $35.6K.
  • Philip Morris made up 0.02% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #84 holding.
  • Leith Wheeler Investment Counsel first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Leith Wheeler Investment Counsel's Philip Morris position peaked at $13.2M in Q3 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.