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Meridian Wealth Partners’s Philip Morris PM Stock Holding History

Meridian Wealth Partners’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 		$404K Buy
2,233
+65
+3% +$11.3K 0.05% 83
2026
Q1 		$359K Buy
2,168
+442
+26% +$76.8K 0.05% 80
2025
Q4 		$277K Sell
1,726
-159
-8% -$24.6K 0.04% 90
2025
Q3 		$306K Sell
1,885
-175
-8% -$29.4K 0.04% 86
2025
Q2 		$375K Buy
2,060
+62
+3% +$10.6K 0.05% 81
2025
Q1 		$317K Buy
1,998
+217
+12% +$30.7K 0.05% 81
2024
Q4 		$214K Buy
1,781
+70
+4% +$8.83K 0.03% 101
2024
Q3 		$208K Buy
+1,711
New +$199K 0.03% 104
2021
Q2 		– Sell
-713
Closed -$64K – 945
2021
Q1 		$64K Buy
713
+46
+7% +$3.91K 0.02% 138
2020
Q4 		$56K Buy
667
+313
+88% +$24.4K 0.02% 132
2020
Q3 		$27K Sell
354
-19
-5% -$1.47K 0.01% 175
2020
Q2 		$26K Sell
373
-25
-6% -$1.82K 0.01% 174
2020
Q1 		$29K Buy
398
+14
+4% +$1.15K 0.02% 151
2019
Q4 		$33K Buy
+384
New +$31.6K 0.02% 153

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

Meridian Wealth Partners's PM Position: Q2 2026 in Review

Meridian Wealth Partners increased its Philip Morris (PM) stake by 3% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,233 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #83.

Meridian Wealth Partners first reported a position in PM in Q4 2019 and has held it in 14 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Meridian Wealth Partners held 2,233 shares of Philip Morris worth $404K as of Q2 2026.
  • Meridian Wealth Partners bought 65 Philip Morris shares in Q2 2026, an estimated $11.3K.
  • Philip Morris made up 0.05% of Meridian Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Meridian Wealth Partners first reported a position in Philip Morris in Q4 2019 and has held it in 14 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.