Measured Wealth Private Client Group’s Philip Morris PM Stock Holding History

Measured Wealth Private Client 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	$53.7K	Hold	297	–	–	0.01%	319
2026 Q1	$49.1K	Buy	297 +108	+57%	+$18.8K	0.01%	297
2025 Q4	$30.3K	Sell	189 -8	-4%	-$1.24K	0.01%	387
2025 Q3	$32K	Buy	+197	New	+$33.1K	0.01%	377
2020 Q4	–	Sell	-3,469	Closed	-$260K	–	139
2020 Q3	$260K	Sell	3,469 -205	-6%	-$15.8K	0.13%	96
2020 Q2	$257K	Buy	3,674 +242	+7%	+$17.6K	0.15%	84
2020 Q1	$250K	Sell	3,432 -673	-16%	-$55.4K	0.19%	74
2019 Q4	$349K	Sell	4,105 -1,076	-21%	-$88.7K	0.23%	66
2019 Q3	$393K	Sell	5,181 -1,548	-23%	-$123K	0.25%	66
2019 Q2	$528K	Sell	6,729 -710	-10%	-$58.7K	0.3%	59
2019 Q1	$658K	Buy	+7,439	New	+$599K	0.41%	46
2018 Q4	–	Sell	-4,292	Closed	-$347K	–	535
2018 Q3	$347K	Sell	4,292 -1,458	-25%	-$120K	0.21%	89
2018 Q2	$464K	Buy	+5,750	New	+$488K	0.38%	47

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

Measured Wealth Private Client Group's PM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Philip Morris (PM) position steady in Q2 2026 at 297 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #319.

Measured Wealth Private Client Group first reported a position in PM in Q2 2018 and has held it in 13 quarters since. The position peaked at $658K in Q1 2019. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Measured Wealth Private Client Group held 297 shares of Philip Morris worth $53.7K as of Q2 2026.
Measured Wealth Private Client Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #319 holding.
Measured Wealth Private Client Group first reported a position in Philip Morris in Q2 2018 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Philip Morris position peaked at $658K in Q1 2019.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.