Sagespring Wealth Partners’s Philip Morris PM Stock Holding History

Sagespring 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	$9.77M	Buy	53,981 +1,295	+2%	+$225K	0.15%	82
2026 Q1	$8.71M	Sell	52,686 -329	-0.6%	-$57.2K	0.16%	81
2025 Q4	$8.5M	Sell	53,015 -4,109	-7%	-$637K	0.15%	80
2025 Q3	$9.27M	Sell	57,124 -1,194	-2%	-$201K	0.18%	67
2025 Q2	$10.6M	Buy	58,318 +2,208	+4%	+$379K	0.23%	61
2025 Q1	$8.91M	Buy	56,110 +1,743	+3%	+$247K	0.22%	56
2024 Q4	$6.54M	Buy	+54,367	New	+$6.86M	0.17%	64

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

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

Sagespring Wealth Partners increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $225K and bringing the position to 53,981 shares worth $9.77M. The position accounts for 0.15% of the portfolio, ranked #82.

Sagespring Wealth Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q2 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sagespring Wealth Partners held 53,981 shares of Philip Morris worth $9.77M as of Q2 2026.
Sagespring Wealth Partners bought 1,295 Philip Morris shares in Q2 2026, an estimated $225K.
Philip Morris made up 0.15% of Sagespring Wealth Partners's portfolio in Q2 2026, its #82 holding.
Sagespring Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Philip Morris position peaked at $10.6M in Q2 2025.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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