Partnership Wealth Management’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$258K Sell
1,426
-107
-7% -$18.6K 0.17% 60
2026
Q1
$254K Buy
1,533
+113
+8% +$19.6K 0.19% 60
2025
Q4
$228K Buy
1,420
+3
+0.2% +$465 0.16% 66
2025
Q3
$230K Buy
1,417
+2
+0.1% +$336 0.18% 66
2025
Q2
$258K Buy
1,415
+3
+0.2% +$515 0.21% 64
2025
Q1
$224K Buy
+1,412
New +$200K 0.19% 68
2024
Q4
Sell
-1,405
Closed -$171K 150
2024
Q3
$171K Buy
1,405
+4
+0.3% +$465 0.12% 76
2024
Q2
$142K Buy
1,401
+4
+0.3% +$391 0.1% 108
2024
Q1
$128K Hold
1,397
0.09% 115
2023
Q4
$127K Buy
+1,397
New +$129K 0.1% 112

Other funds holding PM

Partnership Wealth Management's PM Position: Q2 2026 in Review

Partnership Wealth Management reduced its Philip Morris (PM) stake by 7% in Q2 2026, selling an estimated $18.6K and leaving 1,426 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #60.

Partnership Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 470 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Partnership Wealth Management held 1,426 shares of Philip Morris worth $258K as of Q2 2026.
  • Partnership Wealth Management sold 107 Philip Morris shares in Q2 2026, an estimated $18.6K.
  • Philip Morris made up 0.17% of Partnership Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Partnership Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • 470 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.