Private Wealth Partners’s Philip Morris PM Stock Holding History

Private 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
2020 Q4	–	Sell	-3,300	Closed	-$1K	–	128
2020 Q3	$1K	Buy	+3,300	New	+$255K	﹤0.01%	117
2020 Q1	–	Sell	-3,300	Closed	-$1K	–	135
2019 Q4	$1K	Buy	+3,300	New	+$272K	﹤0.01%	122

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 $3.38T AUM 44.17% 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 Partners's PM Position: Q2 2026 in Review

Private Wealth Partners increased its Philip Morris (PM) stake by 26% in Q2 2026, buying an estimated $367K and bringing the position to 10,298 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #75.

Private Wealth Partners first reported a position in PM in Q2 2013 and has held it in 23 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Private Wealth Partners held 10,298 shares of Philip Morris worth $1.86M as of Q2 2026.
Private Wealth Partners bought 2,115 Philip Morris shares in Q2 2026, an estimated $367K.
Philip Morris made up 0.13% of Private Wealth Partners's portfolio in Q2 2026, its #75 holding.
Private Wealth Partners first reported a position in Philip Morris in Q2 2013 and has held it in 23 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.