Seven Springs Wealth Group’s Philip Morris PM Stock Holding History

Seven Springs Wealth Group’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	$203K	Buy	+1,123	New	+$195K	0.04%	84
2025 Q4	–	Sell	-1,432	Closed	-$232K	–	86
2025 Q3	$232K	Hold	1,432	–	–	0.06%	77
2025 Q2	$261K	Hold	1,432	–	–	0.06%	70
2025 Q1	$227K	Buy	+1,432	New	+$203K	0.08%	75
2021 Q4	–	Sell	-2,889	Closed	-$274K	–	76
2021 Q3	$274K	Hold	2,889	–	–	0.13%	64
2021 Q2	$286K	Buy	2,889 +1,189	+70%	+$114K	0.12%	66
2021 Q1	$151K	Sell	1,700 -16	-0.9%	-$1.36K	0.07%	62
2020 Q4	$142K	Buy	1,716 +16	+0.9%	+$1.25K	0.07%	58
2020 Q3	$127K	Hold	1,700	–	–	0.08%	56
2020 Q2	$119K	Hold	1,700	–	–	0.08%	58
2020 Q1	$124K	Hold	1,700	–	–	0.09%	59
2019 Q4	$145K	Buy	+1,700	New	+$140K	0.1%	63

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

Seven Springs Wealth Group's PM Position: Q2 2026 in Review

Seven Springs Wealth Group opened a new position in Philip Morris (PM) in Q2 2026: 1,123 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #84 among its holdings. This is a return to the name: Seven Springs Wealth Group previously reported a position in PM as recently as Q3 2025.

Seven Springs Wealth Group first reported a position in PM in Q4 2019 and has held it in 12 quarters since. The position peaked at $286K in Q2 2021. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Seven Springs Wealth Group held 1,123 shares of Philip Morris worth $203K as of Q2 2026.
Philip Morris was a new Seven Springs Wealth Group position in Q2 2026.
Philip Morris made up 0.04% of Seven Springs Wealth Group's portfolio in Q2 2026, its #84 holding.
Seven Springs Wealth Group first reported a position in Philip Morris in Q4 2019 and has held it in 12 quarters since.
Seven Springs Wealth Group's Philip Morris position peaked at $286K in Q2 2021.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.