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Maridea Wealth Management’s Philip Morris PM Stock Holding History

Maridea 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 		$299K Sell
1,655
-405
-20% -$70.2K 0.03% 421
2026
Q1 		$341K Buy
+2,060
New +$358K 0.05% 318
2025
Q4 		– Sell
-3,119
Closed -$493K – 445
2025
Q3 		$493K Buy
3,119
+1,535
+97% +$258K 0.08% 252
2025
Q2 		$288K Buy
+1,584
New +$272K 0.08% 222
2025
Q1 		– Sell
-3,560
Closed -$428K – 263
2024
Q4 		$428K Buy
+3,560
New +$449K 0.14% 138

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

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

Maridea Wealth Management reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $70.2K and leaving 1,655 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #421.

Maridea Wealth Management first reported a position in PM in Q4 2024 and has held it in 5 quarters since. The position peaked at $493K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Maridea Wealth Management held 1,655 shares of Philip Morris worth $299K as of Q2 2026.
  • Maridea Wealth Management sold 405 Philip Morris shares in Q2 2026, an estimated $70.2K.
  • Philip Morris made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Maridea Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • Maridea Wealth Management's Philip Morris position peaked at $493K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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