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Liberty Square Wealth Partners’s Philip Morris PM Stock Holding History

Liberty Square Wealth Partners’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 		$510K Sell
2,819
-402
-12% -$69.7K 0.12% 74
2026
Q1 		$533K Sell
3,221
-236
-7% -$41K 0.15% 73
2025
Q4 		$555K Sell
3,457
-308
-8% -$47.7K 0.16% 73
2025
Q3 		$611K Hold
3,765
– – 0.19% 71
2025
Q2 		$686K Hold
3,765
– – 0.24% 60
2025
Q1 		$598K Hold
3,765
– – 0.23% 69
2024
Q4 		$566K Buy
+3,765
New +$475K 0.21% 71

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GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Square Wealth Partners's PM Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $69.7K and leaving 2,819 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #74.

Liberty Square Wealth Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $686K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Liberty Square Wealth Partners held 2,819 shares of Philip Morris worth $510K as of Q2 2026.
  • Liberty Square Wealth Partners sold 402 Philip Morris shares in Q2 2026, an estimated $69.7K.
  • Philip Morris made up 0.12% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Liberty Square Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Philip Morris position peaked at $686K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.