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LJI Wealth Management’s Philip Morris PM Stock Holding History

LJI 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 		$364K Sell
2,014
-69
-3% -$12K 0.05% 134
2026
Q1 		$344K Sell
2,083
-142
-6% -$24.7K 0.06% 140
2025
Q4 		$357K Buy
2,225
+224
+11% +$34.7K 0.05% 140
2025
Q3 		$325K Sell
2,001
-220
-10% -$37K 0.06% 127
2025
Q2 		$404K Hold
2,221
– – 0.07% 114
2025
Q1 		$352K Buy
2,221
+1
+0% +$142 0.07% 119
2024
Q4 		$267K Buy
2,220
+73
+3% +$9.21K 0.05% 141
2024
Q3 		$261K Hold
2,147
– – 0.05% 162
2024
Q2 		$218K Buy
+2,147
New +$210K 0.05% 170
2023
Q1 		– Sell
-2,000
Closed -$202K – 166
2022
Q4 		$202K Buy
+2,000
New +$189K 0.07% 137

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

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

LJI Wealth Management reduced its Philip Morris (PM) stake by 3.3% in Q2 2026, selling an estimated $12K and leaving 2,014 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #134.

LJI Wealth Management first reported a position in PM in Q4 2022 and has held it in 10 quarters since. The position peaked at $404K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LJI Wealth Management held 2,014 shares of Philip Morris worth $364K as of Q2 2026.
  • LJI Wealth Management sold 69 Philip Morris shares in Q2 2026, an estimated $12K.
  • Philip Morris made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #134 holding.
  • LJI Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
  • LJI Wealth Management's Philip Morris position peaked at $404K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.