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Phillips Wealth Planners’s Philip Morris PM Stock Holding History

Phillips Wealth Planners’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 		$1.38M Buy
7,364
+356
+5% +$61.7K 1.02% 20
2026
Q1 		$1.28M Buy
7,008
+2,550
+57% +$443K 0.96% 21
2025
Q4 		$753K Buy
4,458
+666
+18% +$103K 0.6% 50
2025
Q3 		$582K Sell
3,792
-56
-1% -$9.42K 0.48% 65
2025
Q2 		$684K Sell
3,848
-970
-20% -$167K 0.62% 51
2025
Q1 		$741K Hold
4,818
– – 0.78% 36
2024
Q4 		$564K Sell
4,818
-465
-9% -$58.7K 0.56% 54
2024
Q3 		$639K Sell
5,283
-1,268
-19% -$147K 0.61% 42
2024
Q2 		$673K Buy
6,551
+1,211
+23% +$118K 0.71% 34
2024
Q1 		$478K Sell
5,340
-260
-5% -$24K 0.55% 59
2023
Q4 		$522K Sell
5,600
-120
-2% -$11.1K 0.63% 47
2023
Q3 		$519K Sell
5,720
-62
-1% -$5.97K 0.7% 43
2023
Q2 		$564K Buy
5,782
+17
+0.3% +$1.62K 0.74% 47
2023
Q1 		$573K Sell
5,765
-87
-1% -$8.67K 0.76% 44
2022
Q4 		$607K Buy
+5,852
New +$552K 1.06% 33

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

Phillips Wealth Planners's PM Position: Q2 2026 in Review

Phillips Wealth Planners increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $61.7K and bringing the position to 7,364 shares worth $1.38M. The position accounts for 1.02% of the portfolio, ranked #20.

Phillips Wealth Planners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Phillips Wealth Planners held 7,364 shares of Philip Morris worth $1.38M as of Q2 2026.
  • Phillips Wealth Planners bought 356 Philip Morris shares in Q2 2026, an estimated $61.7K.
  • Philip Morris made up 1.02% of Phillips Wealth Planners's portfolio in Q2 2026, its #20 holding.
  • Phillips Wealth Planners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.