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Pathfinder Wealth Consulting’s Philip Morris PM Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-3,468
Closed -$573K – 119
2026
Q1 		$573K Buy
3,468
+28
+0.8% +$4.87K 0.37% 65
2025
Q4 		$552K Buy
+3,440
New +$533K 0.35% 66

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

Pathfinder Wealth Consulting's PM Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Philip Morris (PM) in Q2 2026, closing a stake of 3,468 shares — an estimated $573K sold.

Pathfinder Wealth Consulting first reported a position in PM in Q4 2025 and held it in 2 quarters. The position peaked at $573K in Q1 2026. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 3,468 Philip Morris shares in Q2 2026, an estimated $573K.
  • Pathfinder Wealth Consulting first reported a position in Philip Morris in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Philip Morris position peaked at $573K in Q1 2026.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.