Money Concepts Capital’s Philip Morris PM Stock Holding History

Money Concepts Capital’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	$263K	Sell	1,454 -297	-17%	-$51.5K	0.01%	548
2026 Q1	$290K	Buy	1,751 +285	+19%	+$49.5K	0.02%	475
2025 Q4	$235K	Sell	1,466 -309	-17%	-$47.9K	0.01%	473
2025 Q3	$288K	Buy	1,775 +66	+4%	+$11.1K	0.02%	397
2025 Q2	$311K	Buy	1,709 +3	+0.2%	+$515	0.02%	369
2025 Q1	$271K	Buy	+1,706	New	+$242K	0.02%	368
2024 Q4	–	Sell	-2,000	Closed	-$243K	–	418
2024 Q3	$243K	Buy	+2,000	New	+$232K	0.02%	370
2023 Q1	–	Sell	-5,794	Closed	-$586K	–	2231
2022 Q4	$586K	Buy	5,794 +4,429	+324%	+$418K	0.03%	392
2022 Q3	$113K	Buy	1,365 +76	+6%	+$7.25K	0.01%	552
2022 Q2	$128K	Sell	1,289 -3,106	-71%	-$317K	0.01%	517
2022 Q1	$413K	Buy	+4,395	New	+$440K	0.02%	493

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 $3.38T AUM 44.17% 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

Money Concepts Capital's PM Position: Q2 2026 in Review

Money Concepts Capital reduced its Philip Morris (PM) stake by 17% in Q2 2026, selling an estimated $51.5K and leaving 1,454 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #548.

Money Concepts Capital first reported a position in PM in Q1 2022 and has held it in 11 quarters since. The position peaked at $586K in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Money Concepts Capital held 1,454 shares of Philip Morris worth $263K as of Q2 2026.
Money Concepts Capital sold 297 Philip Morris shares in Q2 2026, an estimated $51.5K.
Philip Morris made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #548 holding.
Money Concepts Capital first reported a position in Philip Morris in Q1 2022 and has held it in 11 quarters since.
Money Concepts Capital's Philip Morris position peaked at $586K in Q4 2022.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.