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Liberty Wealth Management’s Philip Morris PM Stock Holding History

Liberty Wealth Management’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 		$315K Hold
1,904
– – 0.04% 203
2026
Q1 		$315K Sell
1,904
-467
-20% -$81.2K 0.04% 203
2025
Q4 		$380K Buy
2,371
+144
+6% +$22.3K 0.05% 163
2025
Q3 		$361K Sell
2,227
-11
-0.5% -$1.85K 0.05% 160
2025
Q2 		$408K Buy
2,238
+119
+6% +$20.4K 0.06% 144
2025
Q1 		$336K Sell
2,119
-174
-8% -$24.6K 0.06% 112
2024
Q4 		$276K Sell
2,293
-76
-3% -$9.59K 0.05% 166
2024
Q3 		$288K Sell
2,369
-7,112
-75% -$826K 0.05% 160
2024
Q2 		$269K Buy
9,481
+6,895
+267% +$674K 0.05% 167
2024
Q1 		$237K Sell
2,586
-177
-6% -$16.3K 0.05% 166
2023
Q4 		$260K Buy
2,763
+211
+8% +$19.4K 0.06% 141
2023
Q3 		$236K Buy
2,552
+31
+1% +$2.98K 0.06% 153
2023
Q2 		$246K Sell
2,521
-77
-3% -$7.36K 0.06% 159
2023
Q1 		$253K Buy
+2,598
New +$259K 0.05% 193
2022
Q3 		$215K Buy
+2,594
New +$247K 0.06% 137
2021
Q4 		– Sell
-3,334
Closed -$324K – 848
2021
Q3 		$324K Buy
3,334
+1,416
+74% +$142K 0.12% 108
2021
Q2 		$197K Sell
1,918
-284
-13% -$27.2K 0.08% 137
2021
Q1 		$174K Hold
2,202
– – 0.09% 121
2020
Q4 		$174K Buy
2,202
+910
+70% +$70.8K 0.09% 120
2020
Q3 		$97K Buy
1,292
+193
+18% +$14.9K 0.06% 164
2020
Q2 		$78K Sell
1,099
-121
-10% -$8.82K 0.05% 169
2020
Q1 		$89K Buy
1,220
+105
+9% +$8.64K 0.08% 151
2019
Q4 		$95K Buy
1,115
+46
+4% +$3.79K 0.07% 168
2019
Q3 		$81K Sell
1,069
-114
-10% -$9.03K 0.08% 169
2019
Q2 		$93K Buy
1,183
+355
+43% +$29.3K 0.08% 175
2019
Q1 		$73K Sell
828
-260
-24% -$20.9K 0.06% 169
2018
Q4 		$72K Buy
+1,088
New +$90.9K 0.05% 158

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

Liberty Wealth Management's PM Position: Q2 2026 in Review

Liberty Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 1,904 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #203.

Liberty Wealth Management first reported a position in PM in Q4 2018 and has held it in 27 quarters since. The position peaked at $408K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Liberty Wealth Management held 1,904 shares of Philip Morris worth $315K as of Q2 2026.
  • Liberty Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Liberty Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 27 quarters since.
  • Liberty Wealth Management's Philip Morris position peaked at $408K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.