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Quotient Wealth Partners’s Philip Morris PM Stock Holding History

Quotient Wealth Partners’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 		$1.02M Buy
5,649
+519
+10% +$90K 0.02% 133
2026
Q1 		$848K Sell
5,130
-13
-0.3% -$2.26K 0.02% 131
2025
Q4 		$825K Buy
5,143
+134
+3% +$20.8K 0.02% 136
2025
Q3 		$812K Sell
5,009
-186
-4% -$31.3K 0.02% 134
2025
Q2 		$946K Buy
5,195
+754
+17% +$129K 0.03% 119
2025
Q1 		$705K Buy
4,441
+295
+7% +$41.8K 0.02% 141
2024
Q4 		$499K Buy
4,146
+235
+6% +$29.6K 0.02% 172
2024
Q3 		$475K Buy
3,911
+353
+10% +$41K 0.02% 179
2024
Q2 		$361K Buy
3,558
+284
+9% +$27.8K 0.01% 219
2024
Q1 		$300K Sell
3,274
-643
-16% -$59.3K 0.01% 234
2023
Q4 		$369K Buy
+3,917
New +$361K 0.01% 204

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

Quotient Wealth Partners's PM Position: Q2 2026 in Review

Quotient Wealth Partners increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $90K and bringing the position to 5,649 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #133.

Quotient Wealth Partners first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Quotient Wealth Partners held 5,649 shares of Philip Morris worth $1.02M as of Q2 2026.
  • Quotient Wealth Partners bought 519 Philip Morris shares in Q2 2026, an estimated $90K.
  • Philip Morris made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Quotient Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.