Secure Asset Management’s Philip Morris PM Stock Holding History

Secure Asset 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	$2.53M	Buy	14,008 +968	+7%	+$168K	0.36%	76
2026 Q1	$2.16M	Buy	13,040 +82	+0.6%	+$14.2K	0.34%	78
2025 Q4	$2.08M	Buy	12,958 +6	+0%	+$930	0.33%	80
2025 Q3	$2.08M	Buy	12,952 +3,425	+36%	+$576K	0.34%	77
2025 Q2	$1.74M	Sell	9,527 -5,652	-37%	-$971K	0.32%	80
2025 Q1	$2.41M	Sell	15,179 -1,513	-9%	-$214K	0.48%	56
2024 Q4	$2.01M	Buy	16,692 +1,279	+8%	+$161K	0.3%	79
2024 Q3	$1.87M	Sell	15,413 -1,160	-7%	-$135K	0.32%	73
2024 Q2	$1.68M	Buy	16,573 +584	+4%	+$57.1K	0.32%	71
2024 Q1	$1.46M	Buy	15,989 +812	+5%	+$74.9K	0.34%	65
2023 Q4	$1.43M	Buy	15,177 +12,918	+572%	+$1.19M	0.38%	60
2023 Q3	$209K	Buy	+2,259	New	+$217K	0.06%	204
2023 Q1	–	Sell	-2,200	Closed	-$223K	–	202
2022 Q4	$223K	Buy	+2,200	New	+$208K	0.08%	180

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

Secure Asset Management's PM Position: Q2 2026 in Review

Secure Asset Management increased its Philip Morris (PM) stake by 7.4% in Q2 2026, buying an estimated $168K and bringing the position to 14,008 shares worth $2.53M. The position accounts for 0.36% of the portfolio, ranked #76.

Secure Asset Management first reported a position in PM in Q4 2022 and has held it in 13 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Secure Asset Management held 14,008 shares of Philip Morris worth $2.53M as of Q2 2026.
Secure Asset Management bought 968 Philip Morris shares in Q2 2026, an estimated $168K.
Philip Morris made up 0.36% of Secure Asset Management's portfolio in Q2 2026, its #76 holding.
Secure Asset Management first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.