Private Client Services’s Philip Morris PM Stock Holding History

Private Client Services’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	$630K	Buy	3,483 +196	+6%	+$34K	0.17%	115
2026 Q1	$543K	Buy	3,287 +1,386	+73%	+$241K	0.16%	108
2025 Q4	$305K	Buy	1,901 +258	+16%	+$40K	0.1%	141
2025 Q3	$267K	Sell	1,643 -2,178	-57%	-$366K	0.09%	160
2025 Q2	$696K	Buy	3,821 +965	+34%	+$166K	0.27%	83
2025 Q1	$453K	Sell	2,856 -46	-2%	-$6.52K	0.22%	95
2024 Q4	$349K	Sell	2,902 -64	-2%	-$8.07K	0.19%	106
2024 Q3	$360K	Buy	2,966 +5	+0.2%	+$581	0.19%	101
2024 Q2	$300K	Sell	2,961 -363	-11%	-$35.5K	0.19%	100
2024 Q1	$305K	Buy	3,324 +148	+5%	+$13.6K	0.2%	95
2023 Q4	$299K	Buy	+3,176	New	+$293K	0.25%	104

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

Private Client Services's PM Position: Q2 2026 in Review

Private Client Services increased its Philip Morris (PM) stake by 6% in Q2 2026, buying an estimated $34K and bringing the position to 3,483 shares worth $630K. The position accounts for 0.17% of the portfolio, ranked #115.

Private Client Services first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $696K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Private Client Services held 3,483 shares of Philip Morris worth $630K as of Q2 2026.
Private Client Services bought 196 Philip Morris shares in Q2 2026, an estimated $34K.
Philip Morris made up 0.17% of Private Client Services's portfolio in Q2 2026, its #115 holding.
Private Client Services first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Private Client Services's Philip Morris position peaked at $696K in Q2 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.