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Prosperitas Financial’s Philip Morris PM Stock Holding History

Prosperitas Financial’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 		$5.56M Buy
30,745
+2,898
+10% +$503K 1.78% 21
2026
Q1 		$4.6M Buy
27,847
+985
+4% +$171K 1.72% 23
2025
Q4 		$4.31M Buy
26,862
+1,060
+4% +$164K 1.67% 20
2025
Q3 		$4.19M Buy
25,802
+1,352
+6% +$227K 1.74% 21
2025
Q2 		$4.45M Buy
24,450
+263
+1% +$45.2K 2.09% 15
2025
Q1 		$3.84M Buy
24,187
+254
+1% +$36K 1.98% 17
2024
Q4 		$2.88M Buy
23,933
+1,499
+7% +$189K 1.46% 24
2024
Q3 		$2.72M Buy
22,434
+1,493
+7% +$173K 1.47% 23
2024
Q2 		$2.12M Buy
20,941
+1,785
+9% +$175K 1.29% 28
2024
Q1 		$1.76M Buy
19,156
+3,696
+24% +$341K 1.12% 33
2023
Q4 		$1.45M Buy
15,460
+10,532
+214% +$970K 1.07% 33
2023
Q3 		$456K Buy
+4,928
New +$474K 0.35% 49

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prosperitas Financial's PM Position: Q2 2026 in Review

Prosperitas Financial increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $503K and bringing the position to 30,745 shares worth $5.56M. The position accounts for 1.78% of the portfolio, ranked #21.

Prosperitas Financial first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prosperitas Financial held 30,745 shares of Philip Morris worth $5.56M as of Q2 2026.
  • Prosperitas Financial bought 2,898 Philip Morris shares in Q2 2026, an estimated $503K.
  • Philip Morris made up 1.78% of Prosperitas Financial's portfolio in Q2 2026, its #21 holding.
  • Prosperitas Financial first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.