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Salvus Wealth Management’s Philip Morris PM Stock Holding History

Salvus 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 		$1.17M Sell
6,453
-795
-11% -$138K 0.65% 50
2026
Q1 		$1.2M Sell
7,248
-239
-3% -$41.5K 0.7% 42
2025
Q4 		$1.2M Buy
7,487
+132
+2% +$20.5K 0.67% 38
2025
Q3 		$1.19M Sell
7,355
-27
-0.4% -$4.54K 0.67% 40
2025
Q2 		$1.34M Sell
7,382
-1,498
-17% -$257K 0.78% 36
2025
Q1 		$1.41M Buy
8,880
+107
+1% +$15.2K 0.88% 34
2024
Q4 		$1.06M Buy
8,773
+47
+0.5% +$5.93K 0.67% 38
2024
Q3 		$1.06M Buy
8,726
+57
+0.7% +$6.62K 0.65% 41
2024
Q2 		$878K Buy
8,669
+197
+2% +$19.3K 0.6% 47
2024
Q1 		$776K Buy
8,472
+10
+0.1% +$922 0.53% 50
2023
Q4 		$796K Sell
8,462
-56
-0.7% -$5.16K 0.57% 45
2023
Q3 		$789K Buy
8,518
+3,803
+81% +$366K 0.62% 43
2023
Q2 		$460K Buy
4,715
+168
+4% +$16.1K 0.35% 75
2023
Q1 		$442K Buy
4,547
+96
+2% +$9.57K 0.36% 73
2022
Q4 		$450K Buy
4,451
+33
+0.7% +$3.11K 0.41% 62
2022
Q3 		$367K Buy
4,418
+180
+4% +$17.2K 0.35% 74
2022
Q2 		$418K Sell
4,238
-331
-7% -$33.7K 0.37% 68
2022
Q1 		$429K Buy
4,569
+143
+3% +$14.3K 0.33% 72
2021
Q4 		$420K Buy
4,426
+182
+4% +$17K 0.31% 71
2021
Q3 		$402K Buy
4,244
+293
+7% +$29.5K 0.33% 64
2021
Q2 		$395K Buy
3,951
+93
+2% +$8.92K 0.33% 67
2021
Q1 		$345K Buy
3,858
+236
+7% +$20K 0.32% 69
2020
Q4 		$301K Buy
+3,622
New +$282K 0.33% 70

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

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

Salvus Wealth Management reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $138K and leaving 6,453 shares worth $1.17M. The position accounts for 0.65% of the portfolio, ranked #50.

Salvus Wealth Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Salvus Wealth Management held 6,453 shares of Philip Morris worth $1.17M as of Q2 2026.
  • Salvus Wealth Management sold 795 Philip Morris shares in Q2 2026, an estimated $138K.
  • Philip Morris made up 0.65% of Salvus Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Salvus Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Philip Morris position peaked at $1.41M in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.