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Mosley Wealth Management’s Philip Morris PM Stock Holding History

Mosley 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 		$432K Buy
2,387
+2,174
+1,021% +$377K 0.14% 105
2026
Q1 		$34.5K Buy
+213
New +$37K 0.02% 219

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mosley Wealth Management increased its Philip Morris (PM) stake by 1,021% in Q2 2026, buying an estimated $377K and bringing the position to 2,387 shares worth $432K. The position accounts for 0.14% of the portfolio, ranked #105.

Mosley Wealth Management first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 1,875 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mosley Wealth Management held 2,387 shares of Philip Morris worth $432K as of Q2 2026.
  • Mosley Wealth Management bought 2,174 Philip Morris shares in Q2 2026, an estimated $377K.
  • Philip Morris made up 0.14% of Mosley Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Mosley Wealth Management first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 1,875 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.