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SteelPeak Wealth’s Philip Morris PM Stock Holding History

SteelPeak 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 		$2.38M Buy
13,033
+708
+6% +$123K 0.06% 211
2026
Q1 		$2.06M Buy
12,325
+4,079
+49% +$709K 0.06% 216
2025
Q4 		$1.33M Sell
8,246
-26,069
-76% -$4.04M 0.04% 251
2025
Q3 		$5.57M Buy
34,315
+1,787
+5% +$301K 0.19% 97
2025
Q2 		$5.97M Sell
32,528
-33,218
-51% -$5.7M 0.23% 90
2025
Q1 		$10.5M Sell
65,746
-6,011
-8% -$851K 0.44% 53
2024
Q4 		$8.73M Sell
71,757
-281
-0.4% -$35.5K 0.35% 61
2024
Q3 		$8.84M Buy
72,038
+61,057
+556% +$7.09M 0.39% 59
2024
Q2 		$1.13M Sell
10,981
-30,655
-74% -$3M 0.05% 216
2024
Q1 		$3.87M Buy
41,636
+5,260
+14% +$485K 0.19% 95
2023
Q4 		$3.5M Sell
36,376
-49,757
-58% -$4.58M 0.2% 96
2023
Q3 		$8.09M Buy
86,133
+54,864
+175% +$5.28M 0.51% 47
2023
Q2 		$3.09M Buy
31,269
+20,827
+199% +$1.99M 0.18% 95
2023
Q1 		$1.03M Buy
10,442
+1,034
+11% +$103K 0.07% 165
2022
Q4 		$964K Buy
9,408
+4,847
+106% +$457K 0.07% 177
2022
Q3 		$385K Buy
4,561
+567
+14% +$54.1K 0.03% 293
2022
Q2 		$399K Sell
3,994
-1,077
-21% -$110K 0.03% 282
2022
Q1 		$476K Sell
5,071
-570
-10% -$57K 0.03% 301
2021
Q4 		$536K Sell
5,641
-1,618
-22% -$151K 0.03% 246
2021
Q3 		$688K Buy
7,259
+3,088
+74% +$311K 0.05% 210
2021
Q2 		$413K Sell
4,171
-6,858
-62% -$658K 0.03% 286
2021
Q1 		$979K Buy
11,029
+1,551
+16% +$132K 0.08% 165
2020
Q4 		$785K Sell
9,478
-59
-0.6% -$4.59K 0.07% 176
2020
Q3 		$715K Sell
9,537
-3,759
-28% -$290K 0.08% 155
2020
Q2 		$932K Sell
13,296
-8,164
-38% -$595K 0.12% 124
2020
Q1 		$1.57M Buy
21,460
+6,128
+40% +$504K 0.25% 89
2019
Q4 		$1.3M Buy
+15,332
New +$1.26M 0.18% 102

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

SteelPeak Wealth's PM Position: Q2 2026 in Review

SteelPeak Wealth increased its Philip Morris (PM) stake by 5.7% in Q2 2026, buying an estimated $123K and bringing the position to 13,033 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #211.

SteelPeak Wealth first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SteelPeak Wealth held 13,033 shares of Philip Morris worth $2.38M as of Q2 2026.
  • SteelPeak Wealth bought 708 Philip Morris shares in Q2 2026, an estimated $123K.
  • Philip Morris made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #211 holding.
  • SteelPeak Wealth first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Philip Morris position peaked at $10.5M in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.