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Magnolia Wealth Management’s Philip Morris PM Stock Holding History

Magnolia 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 		– Sell
-124
Closed -$20.5K – 148
2026
Q1 		$20.5K Buy
+124
New +$21.5K 0.01% 101

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Capital International Investors
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State Street
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Magnolia Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 124 shares — an estimated $20.5K sold.

Magnolia Wealth Management first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $20.5K in Q1 2026. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 124 Philip Morris shares in Q2 2026, an estimated $20.5K.
  • Magnolia Wealth Management first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Philip Morris position peaked at $20.5K in Q1 2026.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.