Premier Path Wealth Partners’s Philip Morris PM Stock Holding History

Premier Path Wealth Partners’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	$1.72M	Buy	9,519 +1,007	+12%	+$175K	0.2%	104
2026 Q1	$1.41M	Buy	8,512 +740	+10%	+$129K	0.18%	125
2025 Q4	$1.25M	Buy	7,772 +725	+10%	+$112K	0.16%	125
2025 Q3	$1.14M	Buy	7,047 +93	+1%	+$15.6K	0.15%	161
2025 Q2	$1.27M	Buy	6,954 +529	+8%	+$90.8K	0.18%	132
2025 Q1	$1.02M	Buy	6,425 +328	+5%	+$46.5K	0.16%	158
2024 Q4	$734K	Buy	6,097 +34	+0.6%	+$4.29K	0.11%	185
2024 Q3	$736K	Buy	6,063 +53	+0.9%	+$6.16K	0.12%	182
2024 Q2	$609K	Sell	6,010 -493	-8%	-$48.2K	0.1%	195
2024 Q1	$596K	Sell	6,503 -1,043	-14%	-$96.2K	0.11%	180
2023 Q4	$710K	Buy	+7,546	New	+$695K	0.16%	148

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

Premier Path Wealth Partners's PM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $175K and bringing the position to 9,519 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #104.

Premier Path Wealth Partners first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Premier Path Wealth Partners held 9,519 shares of Philip Morris worth $1.72M as of Q2 2026.
Premier Path Wealth Partners bought 1,007 Philip Morris shares in Q2 2026, an estimated $175K.
Philip Morris made up 0.2% of Premier Path Wealth Partners's portfolio in Q2 2026, its #104 holding.
Premier Path Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.