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Nolet Wealth Management’s Philip Morris PM Stock Holding History

Nolet 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 		$391K Sell
2,160
-17
-0.8% -$2.95K 0.22% 62
2026
Q1 		$360K Buy
2,177
+26
+1% +$4.52K 0.2% 59
2025
Q4 		$345K Buy
+2,151
New +$333K 0.19% 59

Other funds holding PM

Capital World Investors
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nolet Wealth Management reduced its Philip Morris (PM) stake by 0.78% in Q2 2026, selling an estimated $2.95K and leaving 2,160 shares worth $391K. The position accounts for 0.22% of the portfolio, ranked #62.

Nolet Wealth Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Nolet Wealth Management held 2,160 shares of Philip Morris worth $391K as of Q2 2026.
  • Nolet Wealth Management sold 17 Philip Morris shares in Q2 2026, an estimated $2.95K.
  • Philip Morris made up 0.22% of Nolet Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Nolet Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nolet Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.