MWM
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Modern Wealth Management’s Philip Morris PM Stock Holding History

Modern 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 		$5.08M Buy
28,099
+2,940
+12% +$510K 0.06% 257
2026
Q1 		$3.96M Buy
25,159
+1,971
+9% +$342K 0.07% 224
2025
Q4 		$3.72M Buy
23,188
+3,048
+15% +$472K 0.07% 217
2025
Q3 		$3.27M Buy
20,140
+1,402
+7% +$236K 0.06% 231
2025
Q2 		$3.41M Buy
18,738
+1,082
+6% +$186K 0.08% 206
2025
Q1 		$2.8M Buy
17,656
+757
+4% +$107K 0.09% 183
2024
Q4 		$2.03M Buy
16,899
+2,259
+15% +$285K 0.08% 179
2024
Q3 		$1.78M Buy
14,640
+1,667
+13% +$194K 0.11% 121
2024
Q2 		$1.31M Buy
12,973
+2,396
+23% +$234K 0.1% 124
2024
Q1 		$969K Buy
+10,577
New +$975K 0.09% 117

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

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

Modern Wealth Management increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $510K and bringing the position to 28,099 shares worth $5.08M. The position accounts for 0.06% of the portfolio, ranked #257.

Modern Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Modern Wealth Management held 28,099 shares of Philip Morris worth $5.08M as of Q2 2026.
  • Modern Wealth Management bought 2,940 Philip Morris shares in Q2 2026, an estimated $510K.
  • Philip Morris made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Modern Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.