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Rockline Wealth Management’s Philip Morris PM Stock Holding History

Rockline 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 		$336K Hold
1,858
– – 0.06% 82
2026
Q1 		$307K Hold
1,858
– – 0.07% 81
2025
Q4 		$298K Sell
1,858
-2,458
-57% -$381K 0.06% 78
2025
Q3 		$700K Hold
4,316
– – 0.14% 60
2025
Q2 		$786K Hold
4,316
– – 0.19% 61
2025
Q1 		$685K Hold
4,316
– – 0.19% 61
2024
Q4 		$519K Buy
4,316
+180
+4% +$22.7K 0.14% 68
2024
Q3 		$502K Hold
4,136
– – 0.14% 68
2024
Q2 		$419K Buy
+4,136
New +$404K 0.13% 72

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

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

Rockline Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 1,858 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #82.

Rockline Wealth Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $786K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rockline Wealth Management held 1,858 shares of Philip Morris worth $336K as of Q2 2026.
  • Rockline Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.06% of Rockline Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Rockline Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • Rockline Wealth Management's Philip Morris position peaked at $786K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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