Philip James Wealth Mangement’s Philip Morris PM Stock Holding History

Philip James Wealth Mangement’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	$765K	Sell	4,229 -501	-11%	-$86.9K	0.09%	92
2026 Q1	$782K	Sell	4,730 -24	-0.5%	-$4.17K	0.09%	89
2025 Q4	$763K	Buy	4,754 +276	+6%	+$42.8K	0.09%	99
2025 Q3	$726K	Sell	4,478 -309	-6%	-$52K	0.08%	99
2025 Q2	$872K	Sell	4,787 -35	-0.7%	-$6.01K	0.11%	90
2025 Q1	$765K	Buy	4,822 +181	+4%	+$25.6K	0.09%	90
2024 Q4	$559K	Sell	4,641 -6	-0.1%	-$757	0.07%	103
2024 Q3	$564K	Buy	+4,647	New	+$540K	0.07%	96

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Philip James Wealth Mangement's PM Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $86.9K and leaving 4,229 shares worth $765K. The position accounts for 0.09% of the portfolio, ranked #92.

Philip James Wealth Mangement first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $872K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Philip James Wealth Mangement held 4,229 shares of Philip Morris worth $765K as of Q2 2026.
Philip James Wealth Mangement sold 501 Philip Morris shares in Q2 2026, an estimated $86.9K.
Philip Morris made up 0.09% of Philip James Wealth Mangement's portfolio in Q2 2026, its #92 holding.
Philip James Wealth Mangement first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Philip Morris position peaked at $872K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.