NerdWallet Wealth Partners’s Philip Morris PM Stock Holding History

NerdWallet 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 Q3	$206K	Buy	+1,082	New	+$204K	0.06%	72

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NerdWallet Wealth Partners's PM Position: Q3 2026 in Review

NerdWallet Wealth Partners opened a new position in Philip Morris (PM) in Q3 2026: 1,082 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings.

2,420 funds tracked by Wall St. Rank hold PM as of Q3 2026.

NerdWallet Wealth Partners held 1,082 shares of Philip Morris worth $206K as of Q3 2026.
Philip Morris was a new NerdWallet Wealth Partners position in Q3 2026.
Philip Morris made up 0.06% of NerdWallet Wealth Partners's portfolio in Q3 2026, its #72 holding.
2,420 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.