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Mission Wealth Management’s Philip Morris PM Stock Holding History

Mission 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 		– Hold
0
– – – 1043

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Capital Research Global Investors
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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

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

Mission Wealth Management increased its Philip Morris (PM) stake by 69% in Q2 2026, buying an estimated $1.22M and bringing the position to 17,282 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #239.

Mission Wealth Management first reported a position in PM in Q1 2016 and has held it in 41 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mission Wealth Management held 17,282 shares of Philip Morris worth $3.13M as of Q2 2026.
  • Mission Wealth Management bought 7,034 Philip Morris shares in Q2 2026, an estimated $1.22M.
  • Philip Morris made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Mission Wealth Management first reported a position in Philip Morris in Q1 2016 and has held it in 41 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.