Private Wealth Asset Management’s Philip Morris PM Stock Holding History

Private Wealth Asset Management’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	$2.45M	Buy	13,520 +80	+0.6%	+$13.9K	0.24%	72
2026 Q1	$2.22M	Sell	13,440 -7	-0.1%	-$1.22K	0.24%	69
2025 Q4	$2.16M	Hold	13,447	–	–	0.23%	68
2025 Q3	$2.18M	Sell	13,447 -328	-2%	-$55.2K	0.26%	63
2025 Q2	$2.51M	Buy	13,775 +628	+5%	+$108K	0.33%	53
2025 Q1	$2.09M	Buy	+13,147	New	+$1.86M	0.3%	58

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 Wealth Asset Management's PM Position: Q2 2026 in Review

Private Wealth Asset Management increased its Philip Morris (PM) stake by 0.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 13,520 shares worth $2.45M. The position accounts for 0.24% of the portfolio, ranked #72.

Private Wealth Asset Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Private Wealth Asset Management held 13,520 shares of Philip Morris worth $2.45M as of Q2 2026.
Private Wealth Asset Management bought 80 Philip Morris shares in Q2 2026, an estimated $13.9K.
Philip Morris made up 0.24% of Private Wealth Asset Management's portfolio in Q2 2026, its #72 holding.
Private Wealth Asset Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Philip Morris position peaked at $2.51M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.