Presilium Private Wealth’s Philip Morris PM Stock Holding History

Presilium Private Wealth’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	$287K	Buy	1,589 +5	+0.3%	+$867	0.04%	80
2026 Q1	$262K	Buy	1,584 +10	+0.6%	+$1.74K	0.05%	66
2025 Q4	$252K	Sell	1,574 -135	-8%	-$20.9K	0.05%	68
2025 Q3	$277K	Sell	1,709 -20	-1%	-$3.37K	0.05%	65
2025 Q2	$315K	Hold	1,729	–	–	0.06%	62
2025 Q1	$274K	Hold	1,729	–	–	0.06%	64
2024 Q4	$208K	Sell	1,729 -40	-2%	-$5.05K	0.05%	76
2024 Q3	$215K	Buy	+1,769	New	+$206K	0.05%	74
2023 Q2	–	Sell	-2,133	Closed	-$207K	–	58
2023 Q1	$207K	Hold	2,133	–	–	0.08%	51
2022 Q4	$216K	Buy	+2,133	New	+$201K	0.09%	48

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

Presilium Private Wealth's PM Position: Q2 2026 in Review

Presilium Private Wealth increased its Philip Morris (PM) stake by 0.32% in Q2 2026, buying an estimated $867 and bringing the position to 1,589 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #80.

Presilium Private Wealth first reported a position in PM in Q4 2022 and has held it in 10 quarters since. The position peaked at $315K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Presilium Private Wealth held 1,589 shares of Philip Morris worth $287K as of Q2 2026.
Presilium Private Wealth bought 5 Philip Morris shares in Q2 2026, an estimated $867.
Philip Morris made up 0.04% of Presilium Private Wealth's portfolio in Q2 2026, its #80 holding.
Presilium Private Wealth first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
Presilium Private Wealth's Philip Morris position peaked at $315K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.