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Prosperity Consulting Group’s Philip Morris PM Stock Holding History

Prosperity Consulting 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 		$4.28M Buy
23,638
+2,138
+10% +$371K 0.16% 101
2026
Q1 		$3.55M Sell
21,500
-39
-0.2% -$6.78K 0.16% 103
2025
Q4 		$3.45M Sell
21,539
-915
-4% -$142K 0.16% 104
2025
Q3 		$3.64M Buy
22,454
+670
+3% +$113K 0.18% 99
2025
Q2 		$3.97M Buy
21,784
+446
+2% +$76.6K 0.29% 81
2025
Q1 		$3.39M Buy
21,338
+35
+0.2% +$4.96K 0.26% 91
2024
Q4 		$2.56M Buy
21,303
+511
+2% +$64.5K 0.19% 119
2024
Q3 		$2.52M Buy
20,792
+8,197
+65% +$952K 0.2% 123
2024
Q2 		$1.28M Sell
12,595
-696
-5% -$68K 0.17% 118
2024
Q1 		$1.22M Buy
13,291
+1,594
+14% +$147K 0.15% 128
2023
Q4 		$1.1M Buy
11,697
+2,955
+34% +$272K 0.37% 59
2023
Q3 		$809K Buy
8,742
+2,472
+39% +$238K 0.37% 65
2023
Q2 		$612K Sell
6,270
-1,367
-18% -$131K 0.38% 60
2023
Q1 		$743K Sell
7,637
-235
-3% -$23.4K 0.47% 52
2022
Q4 		$797K Sell
7,872
-12
-0.2% -$1.13K 0.53% 48
2022
Q3 		$654K Sell
7,884
-159
-2% -$15.2K 0.54% 49
2022
Q2 		$794K Sell
8,043
-154
-2% -$15.7K 0.69% 36
2022
Q1 		$770K Sell
8,197
-423
-5% -$42.3K 0.57% 45
2021
Q4 		$896K Buy
+8,620
New +$806K 0.67% 37

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 $3.37T AUM 44.26% 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

Prosperity Consulting Group's PM Position: Q2 2026 in Review

Prosperity Consulting Group increased its Philip Morris (PM) stake by 9.9% in Q2 2026, buying an estimated $371K and bringing the position to 23,638 shares worth $4.28M. The position accounts for 0.16% of the portfolio, ranked #101.

Prosperity Consulting Group first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Prosperity Consulting Group held 23,638 shares of Philip Morris worth $4.28M as of Q2 2026.
  • Prosperity Consulting Group bought 2,138 Philip Morris shares in Q2 2026, an estimated $371K.
  • Philip Morris made up 0.16% of Prosperity Consulting Group's portfolio in Q2 2026, its #101 holding.
  • Prosperity Consulting Group first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.