Quaker Wealth Management’s Philip Morris PM Stock Holding History

Quaker 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	$7.24K	Buy	40 +2	+5%	+$347	﹤0.01%	310
2026 Q1	$6.28K	Buy	38 +6	+19%	+$1.04K	﹤0.01%	326
2025 Q4	$5.13K	Buy	32 +5	+19%	+$775	﹤0.01%	356
2025 Q3	$4.38K	Hold	27	–	–	﹤0.01%	327
2025 Q2	$4.92K	Buy	+27	New	+$4.64K	﹤0.01%	334

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

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

Quaker Wealth Management increased its Philip Morris (PM) stake by 5.3% in Q2 2026, buying an estimated $347 and bringing the position to 40 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Quaker Wealth Management first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Quaker Wealth Management held 40 shares of Philip Morris worth $7.24K as of Q2 2026.
Quaker Wealth Management bought 2 Philip Morris shares in Q2 2026, an estimated $347.
Philip Morris made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #310 holding.
Quaker Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.