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Parr McKnight Wealth Management Group’s Philip Morris PM Stock Holding History

Parr McKnight Wealth Management Group’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 		$1.64M Buy
9,053
+78
+0.9% +$13.5K 0.19% 136
2026
Q1 		$1.48M Sell
8,975
-1,081
-11% -$188K 0.19% 139
2025
Q4 		$1.61M Sell
10,056
-11
-0.1% -$1.7K 0.21% 116
2025
Q3 		$1.63M Sell
10,067
-155
-2% -$26.1K 0.21% 119
2025
Q2 		$1.86M Sell
10,222
-5,609
-35% -$963K 0.26% 114
2025
Q1 		$2.51M Sell
15,831
-4,446
-22% -$630K 0.36% 89
2024
Q4 		$2.44M Buy
+20,277
New +$2.56M 0.35% 83

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 $3.38T AUM 44.17% 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

Parr McKnight Wealth Management Group's PM Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Philip Morris (PM) stake by 0.87% in Q2 2026, buying an estimated $13.5K and bringing the position to 9,053 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #136.

Parr McKnight Wealth Management Group first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51M in Q1 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Parr McKnight Wealth Management Group held 9,053 shares of Philip Morris worth $1.64M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 78 Philip Morris shares in Q2 2026, an estimated $13.5K.
  • Philip Morris made up 0.19% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #136 holding.
  • Parr McKnight Wealth Management Group first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's Philip Morris position peaked at $2.51M in Q1 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.