Mindset Wealth Management’s Philip Morris PM Stock Holding History

Mindset 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	$1.31M	Sell	7,245 -498	-6%	-$86.4K	0.25%	43
2026 Q1	$1.28M	Buy	7,743 +284	+4%	+$49.4K	0.34%	33
2025 Q4	$1.2M	Sell	7,459 -914	-11%	-$142K	0.31%	33
2025 Q3	$1.36M	Buy	8,373 +215	+3%	+$36.2K	0.37%	28
2025 Q2	$1.49M	Sell	8,158 -42	-0.5%	-$7.21K	0.49%	19
2025 Q1	$1.3M	Buy	+8,200	New	+$1.16M	0.51%	18

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

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

Mindset Wealth Management reduced its Philip Morris (PM) stake by 6.4% in Q2 2026, selling an estimated $86.4K and leaving 7,245 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #43.

Mindset Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mindset Wealth Management held 7,245 shares of Philip Morris worth $1.31M as of Q2 2026.
Mindset Wealth Management sold 498 Philip Morris shares in Q2 2026, an estimated $86.4K.
Philip Morris made up 0.25% of Mindset Wealth Management's portfolio in Q2 2026, its #43 holding.
Mindset Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Mindset Wealth Management's Philip Morris position peaked at $1.49M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.