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Quadrant Private Wealth Management’s Philip Morris PM Stock Holding History

Quadrant Private 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 		– Sell
-1,499
Closed -$250K – 264
2026
Q1 		$250K Buy
1,499
+89
+6% +$15.5K 0.04% 250
2025
Q4 		$228K Buy
+1,410
New +$218K 0.04% 248
2025
Q3 		– Sell
-1,156
Closed -$212K – 265
2025
Q2 		$212K Buy
+1,156
New +$199K 0.04% 237

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

Quadrant Private Wealth Management's PM Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,499 shares — an estimated $250K sold.

Quadrant Private Wealth Management first reported a position in PM in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 1,499 Philip Morris shares in Q2 2026, an estimated $250K.
  • Quadrant Private Wealth Management first reported a position in Philip Morris in Q2 2025 and held it in 3 quarters.
  • Quadrant Private Wealth Management's Philip Morris position peaked at $250K in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.