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Melfa Wealth Management’s Philip Morris PM Stock Holding History

Melfa 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 		$202K Buy
+1,119
New +$194K 0.11% 165
2025
Q3 		– Sell
-1,119
Closed -$204K – 200
2025
Q2 		$204K Buy
+1,119
New +$192K 0.13% 161

Other funds holding PM

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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

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

Melfa Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,119 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #165 among its holdings. This is a return to the name: Melfa Wealth Management previously reported a position in PM as recently as Q2 2025.

Melfa Wealth Management first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $204K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Melfa Wealth Management held 1,119 shares of Philip Morris worth $202K as of Q2 2026.
  • Philip Morris was a new Melfa Wealth Management position in Q2 2026.
  • Philip Morris made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Melfa Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Melfa Wealth Management's Philip Morris position peaked at $204K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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