ShoreHaven Wealth Partners’s Philip Morris PM Stock Holding History

ShoreHaven Wealth Partners’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	$362K	Sell	2,000 -396	-17%	-$68.7K	0.11%	81
2026 Q1	$396K	Hold	2,396	–	–	0.14%	76
2025 Q4	$384K	Hold	2,396	–	–	0.14%	77
2025 Q3	$389K	Hold	2,396	–	–	0.14%	73
2025 Q2	$436K	Hold	2,396	–	–	0.18%	66
2025 Q1	$380K	Hold	2,396	–	–	0.18%	62
2024 Q4	$288K	Hold	2,396	–	–	0.14%	79
2024 Q3	$291K	Hold	2,396	–	–	0.14%	76
2024 Q2	$243K	Hold	2,396	–	–	0.13%	74
2024 Q1	$220K	Hold	2,396	–	–	0.12%	77
2023 Q4	$225K	Hold	2,396	–	–	0.14%	73
2023 Q3	$222K	Hold	2,396	–	–	0.15%	66
2023 Q2	$234K	Hold	2,396	–	–	0.16%	62
2023 Q1	$233K	Sell	2,396 -29	-1%	-$2.89K	0.16%	64
2022 Q4	$245K	Sell	2,425 -122	-5%	-$11.5K	0.17%	67
2022 Q3	$211K	Buy	2,547 +124	+5%	+$11.8K	0.16%	62
2022 Q2	$239K	Hold	2,423	–	–	0.17%	63
2022 Q1	$227K	Sell	2,423 -26	-1%	-$2.6K	0.12%	56
2021 Q4	$232K	Hold	2,449	–	–	0.11%	44
2021 Q3	$232K	Sell	2,449 -77	-3%	-$7.75K	0.12%	43
2021 Q2	$250K	Hold	2,526	–	–	0.13%	46
2021 Q1	$224K	Buy	2,526 +34	+1%	+$2.89K	0.12%	48
2020 Q4	$206K	Buy	+2,492	New	+$194K	0.12%	49

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

ShoreHaven Wealth Partners's PM Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Philip Morris (PM) stake by 17% in Q2 2026, selling an estimated $68.7K and leaving 2,000 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #81.

ShoreHaven Wealth Partners first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $436K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

ShoreHaven Wealth Partners held 2,000 shares of Philip Morris worth $362K as of Q2 2026.
ShoreHaven Wealth Partners sold 396 Philip Morris shares in Q2 2026, an estimated $68.7K.
Philip Morris made up 0.11% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #81 holding.
ShoreHaven Wealth Partners first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
ShoreHaven Wealth Partners's Philip Morris position peaked at $436K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.