Prestige Wealth Management Group’s Philip Morris PM Stock Holding History

Prestige Wealth Management Group’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	$81K	Buy	444 +69	+18%	+$12K	0.01%	224
2026 Q1	$62.6K	Buy	375 +42	+13%	+$7.3K	0.01%	235
2025 Q4	$53.9K	Buy	333 +40	+14%	+$6.2K	0.01%	245
2025 Q3	$47.5K	Hold	293	–	–	0.01%	268
2025 Q2	$53.8K	Hold	293	–	–	0.01%	249
2025 Q1	$46.9K	Hold	293	–	–	0.01%	255
2024 Q4	$35.7K	Hold	293	–	–	0.01%	296
2024 Q3	$36K	Sell	293 -25	-8%	-$2.9K	0.01%	278
2024 Q2	$32.6K	Sell	318 -55	-15%	-$5.38K	0.01%	270
2024 Q1	$34.7K	Sell	373 -58	-13%	-$5.35K	0.01%	283
2023 Q4	$41.1K	Sell	431 -20	-4%	-$1.84K	0.01%	263
2023 Q3	$42.3K	Hold	451	–	–	0.01%	257
2023 Q2	$44.6K	Sell	451 -5,181	-92%	-$495K	0.01%	271
2023 Q1	$555K	Buy	5,632 +5,195	+1,189%	+$518K	0.14%	79
2022 Q4	$44.8K	Sell	437 -4,388	-91%	-$414K	0.01%	266
2022 Q3	$407K	Sell	4,825 -13	-0.3%	-$1.24K	0.11%	85
2022 Q2	$483K	Sell	4,838 -20	-0.4%	-$2.04K	0.13%	75
2022 Q1	$456K	Buy	4,858 +4,444	+1,073%	+$445K	0.11%	88
2021 Q4	$39K	Sell	414 -52	-11%	-$4.86K	0.01%	288
2021 Q3	$44K	Buy	466 +1	+0.2%	+$101	0.01%	273
2021 Q2	$46K	Buy	465 +23	+5%	+$2.21K	0.01%	259
2021 Q1	$40K	Sell	442 -64	-13%	-$5.43K	0.01%	271
2020 Q4	$41K	Sell	506 -47	-8%	-$3.66K	0.01%	267
2020 Q3	$41K	Hold	553	–	–	0.01%	271
2020 Q2	$39K	Sell	553 -319	-37%	-$23.3K	0.01%	251
2020 Q1	$64K	Buy	872 +264	+43%	+$21.7K	0.03%	154
2019 Q4	$52K	Buy	608 +46	+8%	+$3.79K	0.03%	200
2019 Q3	$42K	Buy	562 +75	+15%	+$5.94K	0.02%	211
2019 Q2	$38K	Buy	487 +138	+40%	+$11.4K	0.02%	215
2019 Q1	$31K	Sell	349 -63	-15%	-$5.07K	0.02%	221
2018 Q4	$28K	Buy	+412	New	+$34.4K	0.02%	259

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

Prestige Wealth Management Group's PM Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $12K and bringing the position to 444 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #224.

Prestige Wealth Management Group first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $555K in Q1 2023. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Prestige Wealth Management Group held 444 shares of Philip Morris worth $81K as of Q2 2026.
Prestige Wealth Management Group bought 69 Philip Morris shares in Q2 2026, an estimated $12K.
Philip Morris made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #224 holding.
Prestige Wealth Management Group first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Philip Morris position peaked at $555K in Q1 2023.
2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.