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Papamarkou Wellner Asset Management’s Philip Morris PM Stock Holding History

Papamarkou Wellner Asset 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 		$4.47M Buy
44,652
+17,834
+67% +$3.09M 2.8% 7
2026
Q1 		$4.43M Buy
26,818
+202
+0.8% +$35.1K 2.71% 7
2025
Q4 		$4.27M Buy
26,616
+1,344
+5% +$208K 2.57% 8
2025
Q3 		$4.1M Sell
25,272
-65
-0.3% -$10.9K 2.53% 8
2025
Q2 		$4.61M Buy
25,337
+55
+0.2% +$9.45K 3.05% 7
2025
Q1 		$4.01M Buy
25,282
+10
+0% +$1.42K 2.8% 7
2024
Q4 		$3.04M Buy
+25,272
New +$3.19M 2.09% 12

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

Papamarkou Wellner Asset Management's PM Position: Q2 2026 in Review

Papamarkou Wellner Asset Management increased its Philip Morris (PM) stake by 67% in Q2 2026, buying an estimated $3.09M and bringing the position to 44,652 shares worth $4.47M. The position accounts for 2.8% of the portfolio, ranked #7.

Papamarkou Wellner Asset Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.61M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Papamarkou Wellner Asset Management held 44,652 shares of Philip Morris worth $4.47M as of Q2 2026.
  • Papamarkou Wellner Asset Management bought 17,834 Philip Morris shares in Q2 2026, an estimated $3.09M.
  • Philip Morris made up 2.8% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #7 holding.
  • Papamarkou Wellner Asset Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Papamarkou Wellner Asset Management's Philip Morris position peaked at $4.61M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.