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LMG Wealth Partners’s Philip Morris PM Stock Holding History

LMG 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 		$236K Sell
1,306
-9
-0.7% -$1.56K 0.04% 154
2026
Q1 		$217K Hold
1,315
– – 0.04% 146
2025
Q4 		$211K Buy
+1,315
New +$204K 0.04% 147

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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

LMG Wealth Partners's PM Position: Q2 2026 in Review

LMG Wealth Partners reduced its Philip Morris (PM) stake by 0.68% in Q2 2026, selling an estimated $1.56K and leaving 1,306 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #154.

LMG Wealth Partners first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LMG Wealth Partners held 1,306 shares of Philip Morris worth $236K as of Q2 2026.
  • LMG Wealth Partners sold 9 Philip Morris shares in Q2 2026, an estimated $1.56K.
  • Philip Morris made up 0.04% of LMG Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • LMG Wealth Partners first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.