Luts & Greenleigh Group’s Philip Morris PM Stock Holding History

Luts & Greenleigh Group’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	$1.57M	Buy	8,655 +115	+1%	+$19.9K	1.18%	19
2026 Q1	$1.41M	Buy	8,540 +15	+0.2%	+$2.61K	1.12%	20
2025 Q4	$1.37M	Sell	8,525 -30	-0.4%	-$4.65K	1.16%	20
2025 Q3	$1.39M	Buy	8,555 +22	+0.3%	+$3.7K	1.25%	18
2025 Q2	$1.55M	Buy	8,533 +8	+0.1%	+$1.37K	1.49%	16
2025 Q1	$1.35M	Buy	8,525 +28	+0.3%	+$3.97K	1.34%	15
2024 Q4	$1.02M	Buy	8,497 +49	+0.6%	+$6.18K	1.01%	23
2024 Q3	$1.03M	Buy	8,448 +89	+1%	+$10.3K	0.98%	22
2024 Q2	$847K	Buy	+8,359	New	+$817K	0.88%	24
2023 Q4	$774K	Buy	8,231 +2	+0%	+$184	0.98%	23
2023 Q3	$762K	Buy	8,229 +2	+0%	+$192	0.95%	23
2023 Q2	$803K	Buy	8,227 +83	+1%	+$7.93K	0.99%	22
2023 Q1	$792K	Buy	8,144 +2	+0%	+$199	1%	21
2022 Q4	$824K	Buy	+8,142	New	+$768K	1.04%	21

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Luts & Greenleigh Group's PM Position: Q2 2026 in Review

Luts & Greenleigh Group increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 8,655 shares worth $1.57M. The position accounts for 1.18% of the portfolio, ranked #19.

Luts & Greenleigh Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Luts & Greenleigh Group held 8,655 shares of Philip Morris worth $1.57M as of Q2 2026.
Luts & Greenleigh Group bought 115 Philip Morris shares in Q2 2026, an estimated $19.9K.
Philip Morris made up 1.18% of Luts & Greenleigh Group's portfolio in Q2 2026, its #19 holding.
Luts & Greenleigh Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.