Mattern Wealth Management’s Philip Morris PM Stock Holding History

Mattern 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	$701K	Buy	3,877 +48	+1%	+$8.32K	0.12%	84
2026 Q1	$633K	Sell	3,829 -1,380	-26%	-$240K	0.12%	78
2025 Q4	$836K	Hold	5,209	–	–	0.16%	67
2025 Q3	$845K	Sell	5,209 -500	-9%	-$84.1K	0.17%	67
2025 Q2	$1.04M	Hold	5,709	–	–	0.22%	61
2025 Q1	$908K	Hold	5,709	–	–	0.2%	69
2024 Q4	$689K	Hold	5,709	–	–	0.15%	82
2024 Q3	$693K	Hold	5,709	–	–	0.15%	84
2024 Q2	$578K	Buy	5,709 +600	+12%	+$58.7K	0.14%	94
2024 Q1	$468K	Hold	5,109	–	–	0.11%	112
2023 Q4	$481K	Sell	5,109 -600	-11%	-$55.3K	0.12%	109
2023 Q3	$529K	Hold	5,709	–	–	0.16%	101
2023 Q2	$557K	Hold	5,709	–	–	0.16%	100
2023 Q1	$555K	Hold	5,709	–	–	0.18%	109
2022 Q4	$578K	Sell	5,709 -28	-0.5%	-$2.64K	0.23%	95
2022 Q3	$476K	Hold	5,737	–	–	0.19%	101
2022 Q2	$566K	Hold	5,737	–	–	0.22%	87
2022 Q1	$539K	Hold	5,737	–	–	0.18%	98
2021 Q4	$545K	Buy	5,737 +28	+0.5%	+$2.62K	0.16%	105
2021 Q3	$541K	Hold	5,709	–	–	0.18%	105
2021 Q2	$565K	Hold	5,709	–	–	0.18%	105
2021 Q1	$507K	Hold	5,709	–	–	0.18%	103
2020 Q4	$473K	Hold	5,709	–	–	0.18%	110
2020 Q3	$428K	Hold	5,709	–	–	0.18%	108
2020 Q2	$400K	Sell	5,709 -153	-3%	-$11.2K	0.19%	99
2020 Q1	$428K	Sell	5,862 -124	-2%	-$10.2K	0.31%	87
2019 Q4	$509K	Buy	+5,986	New	+$493K	0.31%	90

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

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

Mattern Wealth Management increased its Philip Morris (PM) stake by 1.3% in Q2 2026, buying an estimated $8.32K and bringing the position to 3,877 shares worth $701K. The position accounts for 0.12% of the portfolio, ranked #84.

Mattern Wealth Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mattern Wealth Management held 3,877 shares of Philip Morris worth $701K as of Q2 2026.
Mattern Wealth Management bought 48 Philip Morris shares in Q2 2026, an estimated $8.32K.
Philip Morris made up 0.12% of Mattern Wealth Management's portfolio in Q2 2026, its #84 holding.
Mattern Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's Philip Morris position peaked at $1.04M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.