Mowery & Schoenfeld Wealth Management’s Philip Morris PM Stock Holding History

Mowery & Schoenfeld 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	$109K	Hold	604	–	–	0.15%	88
2026 Q1	$99.9K	Sell	604 -162	-21%	-$28.1K	0.15%	88
2025 Q4	$123K	Buy	766 +162	+27%	+$25.1K	0.18%	79
2025 Q3	$98K	Sell	604 -23	-4%	-$3.87K	0.17%	85
2025 Q2	$114K	Sell	627 -125	-17%	-$21.5K	0.17%	68
2025 Q1	$119K	Sell	752 -74	-9%	-$10.5K	0.23%	72
2024 Q4	$99.4K	Buy	826 +188	+29%	+$23.7K	0.19%	71
2024 Q3	$77.5K	Buy	638 +89	+16%	+$10.3K	0.12%	75
2024 Q2	$55.6K	Hold	549	–	–	0.08%	91
2024 Q1	$50.3K	Buy	+549	New	+$50.6K	0.1%	77

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

Mowery & Schoenfeld Wealth Management's PM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 604 shares worth $109K. The position accounts for 0.15% of the portfolio, ranked #88.

Mowery & Schoenfeld Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $123K in Q4 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 604 shares of Philip Morris worth $109K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #88 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Philip Morris position peaked at $123K in Q4 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.