Mascoma Wealth Management’s Philip Morris PM Stock Holding History

Mascoma 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	$905	Buy	+5	New	+$867	﹤0.01%	515
2023 Q2	–	Sell	-127	Closed	-$12.7K	–	562
2023 Q1	$12.7K	Buy	127 +96	+310%	+$9.57K	﹤0.01%	383
2022 Q4	$3.14K	Hold	31	–	–	﹤0.01%	539
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	540
2022 Q2	$3K	Sell	31 -150	-83%	-$15.3K	﹤0.01%	553
2022 Q1	$17K	Hold	181	–	–	0.01%	387
2021 Q4	$17K	Buy	+181	New	+$16.9K	0.01%	349
2019 Q2	–	Sell	-5	Closed	-$413	–	403
2019 Q1	$0	Hold	5	–	–	﹤0.01%	413
2018 Q4	$0	Hold	5	–	–	﹤0.01%	394
2018 Q3	$0	Hold	5	–	–	﹤0.01%	405
2018 Q2	$0	Buy	+5	New	+$424	﹤0.01%	402
2017 Q4	–	Sell	-95	Closed	-$11K	–	404
2017 Q3	$11K	Hold	95	–	–	0.01%	276
2017 Q2	$11K	Sell	95 -200	-68%	-$23.2K	0.01%	282
2017 Q1	$33K	Hold	295	–	–	0.02%	176
2016 Q4	$27K	Buy	+295	New	+$27.3K	0.02%	189

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

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

Mascoma Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 5 shares worth $905. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in PM as recently as Q1 2023.

Mascoma Wealth Management first reported a position in PM in Q4 2016 and has held it in 15 quarters since. The position peaked at $33K in Q1 2017. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mascoma Wealth Management held 5 shares of Philip Morris worth $905 as of Q2 2026.
Philip Morris was a new Mascoma Wealth Management position in Q2 2026.
Philip Morris made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #515 holding.
Mascoma Wealth Management first reported a position in Philip Morris in Q4 2016 and has held it in 15 quarters since.
Mascoma Wealth Management's Philip Morris position peaked at $33K in Q1 2017.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.