Mosaic Family Wealth Partners’s Philip Morris PM Stock Holding History

Mosaic Family Wealth Partners’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	$2.36M	Buy	13,019 +9,593	+280%	+$1.66M	0.16%	103
2026 Q1	$566K	Buy	3,426 +2,134	+165%	+$371K	0.06%	168
2025 Q4	$207K	Sell	1,292 -99	-7%	-$15.3K	0.02%	225
2025 Q3	$227K	Sell	1,391 -543	-28%	-$91.4K	0.03%	207
2025 Q2	$352K	Buy	1,934 +9	+0.5%	+$1.55K	0.04%	162
2025 Q1	$305K	Buy	1,925 +200	+12%	+$28.3K	0.04%	170
2024 Q4	$208K	Sell	1,725 -68	-4%	-$8.58K	0.03%	198
2024 Q3	$218K	Buy	+1,793	New	+$208K	0.03%	191

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

Mosaic Family Wealth Partners's PM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Philip Morris (PM) stake by 280% in Q2 2026, buying an estimated $1.66M and bringing the position to 13,019 shares worth $2.36M. The position accounts for 0.16% of the portfolio, ranked #103.

Mosaic Family Wealth Partners first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mosaic Family Wealth Partners held 13,019 shares of Philip Morris worth $2.36M as of Q2 2026.
Mosaic Family Wealth Partners bought 9,593 Philip Morris shares in Q2 2026, an estimated $1.66M.
Philip Morris made up 0.16% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #103 holding.
Mosaic Family Wealth Partners first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.