Quest 10 Wealth Builders’s Philip Morris PM Stock Holding History

Quest 10 Wealth Builders’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	$110K	Sell	606 -8	-1%	-$1.39K	0.09%	137
2026 Q1	$102K	Buy	614 +128	+26%	+$22.2K	0.09%	136
2025 Q4	$78K	Buy	486 +158	+48%	+$24.5K	0.07%	152
2025 Q3	$53.2K	Sell	328 -182	-36%	-$30.6K	0.05%	173
2025 Q2	$92.9K	Buy	510 +91	+22%	+$15.6K	0.09%	130
2025 Q1	$66.5K	Sell	419 -935	-69%	-$132K	0.07%	151
2024 Q4	$163K	Buy	+1,354	New	+$171K	0.16%	104

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

Quest 10 Wealth Builders's PM Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $1.39K and leaving 606 shares worth $110K. The position accounts for 0.09% of the portfolio, ranked #137.

Quest 10 Wealth Builders first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2024. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Quest 10 Wealth Builders held 606 shares of Philip Morris worth $110K as of Q2 2026.
Quest 10 Wealth Builders sold 8 Philip Morris shares in Q2 2026, an estimated $1.39K.
Philip Morris made up 0.09% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #137 holding.
Quest 10 Wealth Builders first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Philip Morris position peaked at $163K in Q4 2024.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.