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Paulson Wealth Management’s Philip Morris PM Stock Holding History

Paulson Wealth 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 		$217K Buy
+1,199
New +$208K 0.05% 141
2018
Q1 		– Sell
-1,512
Closed -$160K – 410
2017
Q4 		$160K Buy
+1,512
New +$161K 0.14% 124

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

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

Paulson Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,199 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #141 among its holdings. This is a return to the name: Paulson Wealth Management previously reported a position in PM as recently as Q4 2017.

Paulson Wealth Management first reported a position in PM in Q4 2017 and has held it in 2 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Paulson Wealth Management held 1,199 shares of Philip Morris worth $217K as of Q2 2026.
  • Philip Morris was a new Paulson Wealth Management position in Q2 2026.
  • Philip Morris made up 0.05% of Paulson Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Paulson Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 2 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.