Morton Brown Family Wealth’s Philip Morris PM Stock Holding History

Morton Brown Family Wealth’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	$14.2K	Buy	79 +12	+18%	+$2.08K	﹤0.01%	184
2026 Q1	$11K	Hold	67	–	–	﹤0.01%	189
2025 Q4	$10.7K	Hold	67	–	–	﹤0.01%	191
2025 Q3	$10.8K	Hold	67	–	–	﹤0.01%	181
2025 Q2	$12.1K	Hold	67	–	–	﹤0.01%	178
2025 Q1	$10.6K	Buy	+67	New	+$9.49K	﹤0.01%	188
2024 Q4	–	Sell	-5	Closed	-$607	–	293
2024 Q3	$607	Hold	5	–	–	﹤0.01%	247
2024 Q2	$537	Hold	5	–	–	﹤0.01%	209
2024 Q1	$458	Sell	5 -66	-93%	-$6.09K	﹤0.01%	205
2023 Q4	$6.67K	Buy	+71	New	+$6.54K	﹤0.01%	200
2022 Q4	–	Sell	-89	Closed	-$7K	–	211
2022 Q3	$7K	Buy	89 +3	+3%	+$286	0.01%	128
2022 Q2	$8K	Buy	+86	New	+$8.77K	0.01%	117

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

Morton Brown Family Wealth's PM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $2.08K and bringing the position to 79 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Morton Brown Family Wealth first reported a position in PM in Q2 2022 and has held it in 12 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Morton Brown Family Wealth held 79 shares of Philip Morris worth $14.2K as of Q2 2026.
Morton Brown Family Wealth bought 12 Philip Morris shares in Q2 2026, an estimated $2.08K.
Philip Morris made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #184 holding.
Morton Brown Family Wealth first reported a position in Philip Morris in Q2 2022 and has held it in 12 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.