Quadcap Wealth Management’s Philip Morris PM Stock Holding History

Quadcap Wealth 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	$1.32M	Sell	7,319 -501	-6%	-$86.9K	0.13%	142
2026 Q1	$1.29M	Sell	7,820 -190	-2%	-$33K	0.15%	128
2025 Q4	$1.28M	Sell	8,010 -121	-1%	-$18.7K	0.15%	131
2025 Q3	$1.32M	Sell	8,131 -256	-3%	-$43.1K	0.16%	123
2025 Q2	$1.53M	Sell	8,387 -306	-4%	-$52.5K	0.19%	101
2025 Q1	$1.38M	Sell	8,693 -170	-2%	-$24.1K	0.2%	107
2024 Q4	$1.07M	Sell	8,863 -179	-2%	-$22.6K	0.16%	127
2024 Q3	$1.1M	Sell	9,042 -158	-2%	-$18.4K	0.17%	119
2024 Q2	$932K	Sell	9,200 -204	-2%	-$19.9K	0.17%	130
2024 Q1	$862K	Sell	9,404 -1,728	-16%	-$159K	0.2%	121
2023 Q4	$1.05M	Buy	+11,132	New	+$1.03M	0.27%	100

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

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

Quadcap Wealth Management reduced its Philip Morris (PM) stake by 6.4% in Q2 2026, selling an estimated $86.9K and leaving 7,319 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #142.

Quadcap Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Quadcap Wealth Management held 7,319 shares of Philip Morris worth $1.32M as of Q2 2026.
Quadcap Wealth Management sold 501 Philip Morris shares in Q2 2026, an estimated $86.9K.
Philip Morris made up 0.13% of Quadcap Wealth Management's portfolio in Q2 2026, its #142 holding.
Quadcap Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Philip Morris position peaked at $1.53M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.