SIMA Wealth Partners’s Philip Morris PM Stock Holding History

SIMA 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	$782K	Sell	4,322 -160	-4%	-$27.7K	0.55%	23
2026 Q1	$741K	Buy	4,482 +30	+0.7%	+$5.21K	0.56%	23
2025 Q4	$714K	Sell	4,452 -80	-2%	-$12.4K	0.54%	24
2025 Q3	$735K	Sell	4,532 -140	-3%	-$23.6K	0.56%	23
2025 Q2	$851K	Sell	4,672 -3,049	-39%	-$524K	0.69%	21
2025 Q1	$1.23M	Buy	7,721 +35	+0.5%	+$4.96K	1.02%	19
2024 Q4	$925K	Buy	7,686 +6,346	+474%	+$801K	0.79%	22
2024 Q3	$163K	Hold	1,340	–	–	0.14%	52
2024 Q2	$136K	Buy	+1,340	New	+$131K	0.13%	54

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

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

SIMA Wealth Partners reduced its Philip Morris (PM) stake by 3.6% in Q2 2026, selling an estimated $27.7K and leaving 4,322 shares worth $782K. The position accounts for 0.55% of the portfolio, ranked #23.

SIMA Wealth Partners first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2025. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

SIMA Wealth Partners held 4,322 shares of Philip Morris worth $782K as of Q2 2026.
SIMA Wealth Partners sold 160 Philip Morris shares in Q2 2026, an estimated $27.7K.
Philip Morris made up 0.55% of SIMA Wealth Partners's portfolio in Q2 2026, its #23 holding.
SIMA Wealth Partners first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Philip Morris position peaked at $1.23M in Q1 2025.
2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.