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Silverlake Wealth Management’s Philip Morris PM Stock Holding History

Silverlake 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 		$699K Buy
3,864
+231
+6% +$40.1K 0.13% 195
2026
Q1 		$601K Sell
3,633
-161
-4% -$28K 0.13% 183
2025
Q4 		$609K Buy
3,794
+7
+0.2% +$1.08K 0.14% 170
2025
Q3 		$614K Sell
3,787
-140
-4% -$23.6K 0.15% 157
2025
Q2 		$715K Sell
3,927
-9
-0.2% -$1.55K 0.21% 134
2025
Q1 		$625K Sell
3,936
-74
-2% -$10.5K 0.24% 111
2024
Q4 		$483K Buy
4,010
+9
+0.2% +$1.14K 0.18% 135
2024
Q3 		$486K Sell
4,001
-71
-2% -$8.25K 0.18% 135
2024
Q2 		$413K Sell
4,072
-8
-0.2% -$782 0.17% 152
2024
Q1 		$374K Buy
4,080
+796
+24% +$73.4K 0.19% 142
2023
Q4 		$309K Buy
3,284
+57
+2% +$5.25K 0.17% 154
2023
Q3 		$299K Buy
3,227
+13
+0.4% +$1.25K 0.17% 163
2023
Q2 		$314K Buy
3,214
+172
+6% +$16.4K 0.17% 146
2023
Q1 		$296K Buy
3,042
+9
+0.3% +$897 0.18% 146
2022
Q4 		$307K Sell
3,033
-107
-3% -$10.1K 0.19% 138
2022
Q3 		$261K Buy
3,140
+30
+1% +$2.86K 0.18% 147
2022
Q2 		$307K Buy
3,110
+8
+0.3% +$816 0.2% 133
2022
Q1 		$291K Sell
3,102
-573
-16% -$57.3K 0.17% 158
2021
Q4 		$349K Buy
+3,675
New +$343K 0.19% 134

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

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

Silverlake Wealth Management increased its Philip Morris (PM) stake by 6.4% in Q2 2026, buying an estimated $40.1K and bringing the position to 3,864 shares worth $699K. The position accounts for 0.13% of the portfolio, ranked #195.

Silverlake Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $715K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Silverlake Wealth Management held 3,864 shares of Philip Morris worth $699K as of Q2 2026.
  • Silverlake Wealth Management bought 231 Philip Morris shares in Q2 2026, an estimated $40.1K.
  • Philip Morris made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Silverlake Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Philip Morris position peaked at $715K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.