MHWM
PM icon

Montz Harcus Wealth Management’s Philip Morris PM Stock Holding History

Montz Harcus 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 		$309K Sell
1,711
-166
-9% -$28.8K 0.11% 74
2026
Q1 		$310K Buy
1,877
+34
+2% +$5.91K 0.13% 66
2025
Q4 		$296K Sell
1,843
-46
-2% -$7.13K 0.12% 68
2025
Q3 		$306K Buy
1,889
+10
+0.5% +$1.68K 0.13% 63
2025
Q2 		$342K Buy
1,879
+23
+1% +$3.95K 0.17% 53
2025
Q1 		$295K Buy
1,856
+46
+3% +$6.52K 0.16% 57
2024
Q4 		$218K Sell
1,810
-43
-2% -$5.42K 0.12% 70
2024
Q3 		$225K Sell
1,853
-257
-12% -$29.9K 0.13% 67
2024
Q2 		$214K Sell
2,110
-531
-20% -$51.9K 0.14% 62
2024
Q1 		$242K Buy
+2,641
New +$244K 0.16% 54

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

Montz Harcus Wealth Management's PM Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Philip Morris (PM) stake by 8.8% in Q2 2026, selling an estimated $28.8K and leaving 1,711 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #74.

Montz Harcus Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $342K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Montz Harcus Wealth Management held 1,711 shares of Philip Morris worth $309K as of Q2 2026.
  • Montz Harcus Wealth Management sold 166 Philip Morris shares in Q2 2026, an estimated $28.8K.
  • Philip Morris made up 0.11% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Montz Harcus Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • Montz Harcus Wealth Management's Philip Morris position peaked at $342K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.