Precedent Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Other funds holding PM
Precedent Wealth Partners's PM Position: Q2 2026 in Review
Precedent Wealth Partners opened a new position in Philip Morris (PM) in Q2 2026: 4,831 shares worth $874K. The stake represents 0.15% of the portfolio and ranks #119 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in PM as recently as Q2 2025.
Precedent Wealth Partners first reported a position in PM in Q4 2023 and has held it in 5 quarters since. The position peaked at $900K in Q2 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Precedent Wealth Partners held 4,831 shares of Philip Morris worth $874K as of Q2 2026.
- Philip Morris was a new Precedent Wealth Partners position in Q2 2026.
- Philip Morris made up 0.15% of Precedent Wealth Partners's portfolio in Q2 2026, its #119 holding.
- Precedent Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 5 quarters since.
- Precedent Wealth Partners's Philip Morris position peaked at $900K in Q2 2024.
- 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.