Simplicity Wealth’s Philip Morris PM Stock Holding History

Simplicity Wealth’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	$3.27M	Buy	18,065 +5,261	+41%	+$912K	0.11%	193
2026 Q1	$2.12M	Buy	12,804 +2,937	+30%	+$510K	0.12%	175
2025 Q4	$1.58M	Buy	9,867 +42	+0.4%	+$6.51K	0.09%	204
2025 Q3	$1.59M	Sell	9,825 -3,825	-28%	-$644K	0.09%	217
2025 Q2	$2.49M	Buy	13,650 +9,682	+244%	+$1.66M	0.1%	187
2025 Q1	$630K	Sell	3,968 -372	-9%	-$52.7K	0.05%	306
2024 Q4	$522K	Sell	4,340 -1,881	-30%	-$237K	0.11%	161
2024 Q3	$755K	Sell	6,221 -89,355	-93%	-$10.4M	0.07%	229
2024 Q2	$9.68M	Buy	95,576 +15,467	+19%	+$1.51M	0.22%	90
2024 Q1	$7.34M	Buy	+80,109	New	+$7.39M	0.17%	118

Other funds holding PM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Simplicity Wealth's PM Position: Q2 2026 in Review

Simplicity Wealth increased its Philip Morris (PM) stake by 41% in Q2 2026, buying an estimated $912K and bringing the position to 18,065 shares worth $3.27M. The position accounts for 0.11% of the portfolio, ranked #193.

Simplicity Wealth first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.68M in Q2 2024. 2,042 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Simplicity Wealth held 18,065 shares of Philip Morris worth $3.27M as of Q2 2026.
Simplicity Wealth bought 5,261 Philip Morris shares in Q2 2026, an estimated $912K.
Philip Morris made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #193 holding.
Simplicity Wealth first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Philip Morris position peaked at $9.68M in Q2 2024.
2,042 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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