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Southland Equity Partners’s Philip Morris PM Stock Holding History

Southland Equity 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 		$1.54M Buy
8,525
+43
+0.5% +$7.46K 0.27% 73
2026
Q1 		$1.4M Sell
8,482
-136
-2% -$23.6K 0.27% 73
2025
Q4 		$1.38M Buy
8,618
+28
+0.3% +$4.34K 0.27% 73
2025
Q3 		$1.39M Buy
8,590
+50
+0.6% +$8.41K 0.28% 71
2025
Q2 		$1.56M Buy
8,540
+24
+0.3% +$4.12K 0.34% 60
2025
Q1 		$1.35M Buy
8,516
+30
+0.4% +$4.25K 0.31% 63
2024
Q4 		$1.02M Buy
8,486
+2,013
+31% +$254K 0.24% 76
2024
Q3 		$786K Buy
6,473
+2,119
+49% +$246K 0.19% 87
2024
Q2 		$441K Buy
4,354
+1,383
+47% +$135K 0.13% 111
2024
Q1 		$272K Buy
+2,971
New +$274K 0.08% 178
2023
Q4 		– Sell
-4,016
Closed -$372K – 201
2023
Q3 		$372K Buy
4,016
+556
+16% +$53.5K 0.13% 110
2023
Q2 		$338K Buy
3,460
+460
+15% +$44K 0.11% 122
2023
Q1 		$292K Sell
3,000
-34
-1% -$3.39K 0.11% 134
2022
Q4 		$307K Buy
3,034
+16
+0.5% +$1.51K 0.12% 120
2022
Q3 		$251K Sell
3,018
-110
-4% -$10.5K 0.12% 126
2022
Q2 		$309K Buy
3,128
+37
+1% +$3.77K 0.14% 111
2022
Q1 		$290K Buy
3,091
+91
+3% +$9.1K 0.12% 129
2021
Q4 		$285K Buy
3,000
+168
+6% +$15.7K 0.12% 135
2021
Q3 		$268K Buy
2,832
+87
+3% +$8.75K 0.12% 128
2021
Q2 		$272K Hold
2,745
– – 0.13% 124
2021
Q1 		$244K Buy
2,745
+165
+6% +$14K 0.14% 127
2020
Q4 		$214K Buy
+2,580
New +$201K 0.14% 117

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

Southland Equity Partners's PM Position: Q2 2026 in Review

Southland Equity Partners increased its Philip Morris (PM) stake by 0.51% in Q2 2026, buying an estimated $7.46K and bringing the position to 8,525 shares worth $1.54M. The position accounts for 0.27% of the portfolio, ranked #73.

Southland Equity Partners first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Southland Equity Partners held 8,525 shares of Philip Morris worth $1.54M as of Q2 2026.
  • Southland Equity Partners bought 43 Philip Morris shares in Q2 2026, an estimated $7.46K.
  • Philip Morris made up 0.27% of Southland Equity Partners's portfolio in Q2 2026, its #73 holding.
  • Southland Equity Partners first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Southland Equity Partners's Philip Morris position peaked at $1.56M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.