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Olistico Wealth’s Philip Morris PM Stock Holding History

Olistico Wealth’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 		$83.3K Hold
460
– – 0.04% 133
2026
Q1 		$76K Sell
460
-100
-18% -$17.4K 0.04% 137
2025
Q4 		$89.7K Buy
+560
New +$86.8K 0.04% 126
2025
Q3 		– Sell
-629
Closed -$115K – 273
2025
Q2 		$115K Buy
629
+291
+86% +$50K 0.06% 118
2025
Q1 		$53.7K Hold
338
– – 0.03% 154
2024
Q4 		$40.7K Buy
338
+1
+0.3% +$126 0.02% 169
2024
Q3 		$41K Hold
337
– – 0.03% 171
2024
Q2 		$34.2K Buy
+337
New +$32.9K 0.02% 181

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Olistico Wealth's PM Position: Q2 2026 in Review

Olistico Wealth held its Philip Morris (PM) position steady in Q2 2026 at 460 shares worth $83.3K. The position accounts for 0.04% of the portfolio, ranked #133.

Olistico Wealth first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $115K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Olistico Wealth held 460 shares of Philip Morris worth $83.3K as of Q2 2026.
  • Olistico Wealth left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.04% of Olistico Wealth's portfolio in Q2 2026, its #133 holding.
  • Olistico Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Philip Morris position peaked at $115K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.