PUREfi Wealth’s Philip Morris PM Stock Holding History

PUREfi Wealth’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	$428K	Buy	2,364 +129	+6%	+$22.4K	0.23%	113
2026 Q1	$370K	Buy	+2,235	New	+$388K	0.24%	114

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

PUREfi Wealth's PM Position: Q2 2026 in Review

PUREfi Wealth increased its Philip Morris (PM) stake by 5.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 2,364 shares worth $428K. The position accounts for 0.23% of the portfolio, ranked #113.

PUREfi Wealth first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

PUREfi Wealth held 2,364 shares of Philip Morris worth $428K as of Q2 2026.
PUREfi Wealth bought 129 Philip Morris shares in Q2 2026, an estimated $22.4K.
Philip Morris made up 0.23% of PUREfi Wealth's portfolio in Q2 2026, its #113 holding.
PUREfi Wealth first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.