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Sculati Wealth Management’s Philip Morris PM Stock Holding History

Sculati 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 		$232K Buy
+1,200
New +$208K 0.08% 113
2025
Q3 		– Sell
-1,200
Closed -$219K – 127
2025
Q2 		$219K Buy
+1,200
New +$206K 0.08% 116

Other funds holding PM

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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

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

Sculati Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,200 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sculati Wealth Management previously reported a position in PM as recently as Q2 2025.

Sculati Wealth Management first reported a position in PM in Q2 2025 and has held it in 2 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sculati Wealth Management held 1,200 shares of Philip Morris worth $232K as of Q2 2026.
  • Philip Morris was a new Sculati Wealth Management position in Q2 2026.
  • Philip Morris made up 0.08% of Sculati Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Sculati Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.