Sage Private Wealth Group’s Philip Morris PM Stock Holding History

Sage Private Wealth Group’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	$242K	Buy	1,340 +19	+1%	+$3.29K	0.11%	92
2026 Q1	$218K	Buy	1,321 +11	+0.8%	+$1.91K	0.11%	94
2025 Q4	$210K	Buy	1,310 +13	+1%	+$2.01K	0.11%	89
2025 Q3	$210K	Buy	1,297 +10	+0.8%	+$1.68K	0.12%	89
2025 Q2	$235K	Buy	1,287 +11	+0.9%	+$1.89K	0.15%	77
2025 Q1	$203K	Buy	+1,276	New	+$181K	0.15%	85
2022 Q4	–	Sell	-1,121	Closed	-$93K	–	143
2022 Q3	$93K	Buy	1,121 +15	+1%	+$1.43K	0.12%	68
2022 Q2	$109K	Buy	1,106 +14	+1%	+$1.43K	0.16%	65
2022 Q1	$103K	Buy	1,092 +14	+1%	+$1.4K	0.1%	68
2021 Q4	$102K	Buy	1,078 +13	+1%	+$1.22K	0.13%	63
2021 Q3	$101K	Buy	1,065 +13	+1%	+$1.31K	0.14%	59
2021 Q2	$104K	Buy	1,052 +14	+1%	+$1.34K	0.14%	64
2021 Q1	$92K	Buy	1,038 +15	+1%	+$1.27K	0.16%	69
2020 Q4	$85K	Buy	+1,023	New	+$79.6K	0.24%	63

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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's PM Position: Q2 2026 in Review

Sage Private Wealth Group increased its Philip Morris (PM) stake by 1.4% in Q2 2026, buying an estimated $3.29K and bringing the position to 1,340 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #92.

Sage Private Wealth Group first reported a position in PM in Q4 2020 and has held it in 14 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sage Private Wealth Group held 1,340 shares of Philip Morris worth $242K as of Q2 2026.
Sage Private Wealth Group bought 19 Philip Morris shares in Q2 2026, an estimated $3.29K.
Philip Morris made up 0.11% of Sage Private Wealth Group's portfolio in Q2 2026, its #92 holding.
Sage Private Wealth Group first reported a position in Philip Morris in Q4 2020 and has held it in 14 quarters since.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.