Scissortail Wealth Management’s Philip Morris PM Stock Holding History

Scissortail 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	–	Sell	-1,721	Closed	-$284K	–	122
2026 Q1	$284K	Buy	1,721 +2	+0.1%	+$348	0.06%	99
2025 Q4	$277K	Hold	1,719	–	–	0.06%	94
2025 Q3	$279K	Sell	1,719 -50	-3%	-$8.41K	0.06%	100
2025 Q2	$322K	Buy	+1,769	New	+$304K	0.08%	89
2025 Q1	–	Sell	-2,029	Closed	-$244K	–	123
2024 Q4	$244K	Buy	2,029 +2,017	+16,808%	+$254K	0.06%	111
2024 Q3	$246K	Sell	12 -2,075	-99%	-$241K	0.06%	114
2024 Q2	$212K	Buy	+2,087	New	+$204K	0.05%	119
2022 Q3	–	Sell	-1,657	Closed	-$157K	–	130
2022 Q2	$157K	Sell	1,657 -354	-18%	-$36.1K	0.06%	102
2022 Q1	$202K	Buy	2,011 +354	+21%	+$35.4K	0.1%	90
2021 Q4	$157K	Buy	+1,657	New	+$155K	0.06%	102

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

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

Scissortail Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,721 shares — an estimated $284K sold.

Scissortail Wealth Management first reported a position in PM in Q4 2021 and held it in 10 quarters. The position peaked at $322K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Scissortail Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Scissortail Wealth Management sold 1,721 Philip Morris shares in Q2 2026, an estimated $284K.
Scissortail Wealth Management first reported a position in Philip Morris in Q4 2021 and held it in 10 quarters.
Scissortail Wealth Management's Philip Morris position peaked at $322K in Q2 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.