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ORG Wealth Partners’s Philip Morris PM Stock Holding History

ORG 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
Q2 		$631K Buy
3,487
+512
+17% +$88.8K 0.09% 126
2026
Q1 		$492K Buy
2,975
+361
+14% +$62.7K 0.1% 132
2025
Q4 		$419K Buy
2,614
+17
+0.7% +$2.63K 0.1% 137
2025
Q3 		$421K Sell
2,597
-1,151
-31% -$194K 0.09% 143
2025
Q2 		$665K Buy
3,748
+668
+22% +$115K 0.16% 92
2025
Q1 		$487K Buy
3,080
+193
+7% +$27.3K 0.15% 116
2024
Q4 		$347K Buy
2,887
+312
+12% +$39.4K 0.11% 91
2024
Q3 		$313K Buy
+2,575
New +$299K 0.1% 90

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

ORG Wealth Partners's PM Position: Q2 2026 in Review

ORG Wealth Partners increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $88.8K and bringing the position to 3,487 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #126.

ORG Wealth Partners first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $665K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • ORG Wealth Partners held 3,487 shares of Philip Morris worth $631K as of Q2 2026.
  • ORG Wealth Partners bought 512 Philip Morris shares in Q2 2026, an estimated $88.8K.
  • Philip Morris made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • ORG Wealth Partners first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Philip Morris position peaked at $665K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.