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Spire Wealth Management’s Philip Morris PM Stock Holding History

Spire 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 		$2.4M Buy
13,253
+418
+3% +$72.5K 0.07% 242
2026
Q1 		$2.12M Sell
12,835
-100
-0.8% -$17.4K 0.07% 246
2025
Q4 		$2.07M Sell
12,935
-30,353
-70% -$4.7M 0.07% 246
2025
Q3 		$7.02M Buy
43,288
+30,400
+236% +$5.11M 0.24% 86
2025
Q2 		$2.34M Sell
12,888
-4,628
-26% -$795K 0.08% 206
2025
Q1 		$2.78M Buy
17,516
+70
+0.4% +$9.91K 0.09% 218
2024
Q4 		$2.1M Buy
17,446
+197
+1% +$24.9K 0.07% 236
2024
Q3 		$2.09M Sell
17,249
-1,062
-6% -$123K 0.07% 227
2024
Q2 		$1.86M Sell
18,311
-2,696
-13% -$264K 0.07% 244
2024
Q1 		$1.92M Sell
21,007
-149
-0.7% -$13.7K 0.03% 257
2023
Q4 		$1.95M Buy
21,156
+292
+1% +$26.9K 0.06% 245
2023
Q3 		$1.93M Buy
20,864
+322
+2% +$31K 0.07% 223
2023
Q2 		$2.01M Sell
20,542
-246
-1% -$23.5K 0.07% 233
2023
Q1 		$2.02M Buy
20,788
+4,359
+27% +$434K 0.08% 228
2022
Q4 		$1.66M Buy
16,429
+1,745
+12% +$165K 0.09% 172
2022
Q3 		$1.22M Sell
14,684
-6,903
-32% -$658K 0.07% 184
2022
Q2 		$2.13M Sell
21,587
-5,827
-21% -$594K 0.09% 204
2022
Q1 		$2.58M Sell
27,414
-6,672
-20% -$668K 0.07% 234
2021
Q4 		$3.24M Buy
34,086
+6,352
+23% +$594K 0.07% 230
2021
Q3 		$2.63M Buy
27,734
+5,768
+26% +$580K 0.07% 242
2021
Q2 		$2.18M Sell
21,966
-5,059
-19% -$485K 0.06% 276
2021
Q1 		$2.41M Buy
+27,025
New +$2.29M 0.06% 245

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

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

Spire Wealth Management increased its Philip Morris (PM) stake by 3.3% in Q2 2026, buying an estimated $72.5K and bringing the position to 13,253 shares worth $2.4M. The position accounts for 0.07% of the portfolio, ranked #242.

Spire Wealth Management first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.02M in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Spire Wealth Management held 13,253 shares of Philip Morris worth $2.4M as of Q2 2026.
  • Spire Wealth Management bought 418 Philip Morris shares in Q2 2026, an estimated $72.5K.
  • Philip Morris made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Spire Wealth Management first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Philip Morris position peaked at $7.02M in Q3 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.