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Parcion Private Wealth’s Philip Morris PM Stock Holding History

Parcion Private 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 		$1M Buy
5,554
+115
+2% +$19.9K 0.06% 169
2026
Q1 		$899K Buy
5,439
+465
+9% +$80.8K 0.06% 168
2025
Q4 		$798K Buy
4,974
+367
+8% +$56.9K 0.05% 172
2025
Q3 		$747K Buy
4,607
+319
+7% +$53.7K 0.05% 158
2025
Q2 		$781K Buy
4,288
+300
+8% +$51.5K 0.06% 138
2025
Q1 		$633K Buy
3,988
+1,158
+41% +$164K 0.05% 150
2024
Q4 		$341K Hold
2,830
– – 0.03% 188
2024
Q3 		$344K Buy
2,830
+296
+12% +$34.4K 0.03% 185
2024
Q2 		$257K Buy
+2,534
New +$248K 0.02% 176
2023
Q1 		– Sell
-2,069
Closed -$209K – 193
2022
Q4 		$209K Buy
+2,069
New +$195K 0.02% 186
2022
Q1 		– Sell
-2,067
Closed -$212K – 202
2021
Q4 		$212K Sell
2,067
-105
-5% -$9.81K 0.02% 186
2021
Q3 		$213K Buy
2,172
+119
+6% +$12K 0.02% 193
2021
Q2 		$203K Buy
+2,053
New +$197K 0.02% 193

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

Parcion Private Wealth's PM Position: Q2 2026 in Review

Parcion Private Wealth increased its Philip Morris (PM) stake by 2.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 5,554 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #169.

Parcion Private Wealth first reported a position in PM in Q2 2021 and has held it in 13 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Parcion Private Wealth held 5,554 shares of Philip Morris worth $1M as of Q2 2026.
  • Parcion Private Wealth bought 115 Philip Morris shares in Q2 2026, an estimated $19.9K.
  • Philip Morris made up 0.06% of Parcion Private Wealth's portfolio in Q2 2026, its #169 holding.
  • Parcion Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 13 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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