Relyea Zuckerberg Hanson’s Philip Morris PM Stock Holding History

Relyea Zuckerberg Hanson’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	$1.22M	Buy	6,727 +1,090	+19%	+$189K	0.1%	105
2026 Q1	$932K	Sell	5,637 -1,819	-24%	-$316K	0.09%	103
2025 Q4	$1.2M	Sell	7,456 -113	-1%	-$17.5K	0.12%	95
2025 Q3	$1.23M	Sell	7,569 -1,134	-13%	-$191K	0.13%	91
2025 Q2	$1.59M	Buy	8,703 +1,527	+21%	+$262K	0.19%	79
2025 Q1	$1.14M	Buy	7,176 +324	+5%	+$45.9K	0.15%	86
2024 Q4	$825K	Buy	6,852 +3,627	+112%	+$458K	0.11%	105
2024 Q3	$391K	Buy	3,225 +279	+9%	+$32.4K	0.06%	164
2024 Q2	$299K	Buy	2,946 +51	+2%	+$4.99K	0.05%	182
2024 Q1	$265K	Buy	2,895 +205	+8%	+$18.9K	0.05%	190
2023 Q4	$253K	Sell	2,690 -308	-10%	-$28.4K	0.05%	184
2023 Q3	$278K	Buy	2,998 +480	+19%	+$46.2K	0.06%	153
2023 Q2	$246K	Sell	2,518 -72	-3%	-$6.88K	0.06%	174
2023 Q1	$252K	Buy	2,590 +550	+27%	+$54.8K	0.06%	163
2022 Q4	$206K	Buy	+2,040	New	+$193K	0.06%	164
2020 Q1	–	Sell	-2,565	Closed	-$218K	–	111
2019 Q4	$218K	Buy	+2,565	New	+$211K	0.21%	98

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

Relyea Zuckerberg Hanson's PM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Philip Morris (PM) stake by 19% in Q2 2026, buying an estimated $189K and bringing the position to 6,727 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #105.

Relyea Zuckerberg Hanson first reported a position in PM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.59M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Relyea Zuckerberg Hanson held 6,727 shares of Philip Morris worth $1.22M as of Q2 2026.
Relyea Zuckerberg Hanson bought 1,090 Philip Morris shares in Q2 2026, an estimated $189K.
Philip Morris made up 0.1% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #105 holding.
Relyea Zuckerberg Hanson first reported a position in Philip Morris in Q4 2019 and has held it in 16 quarters since.
Relyea Zuckerberg Hanson's Philip Morris position peaked at $1.59M in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.