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Sterling Wealth Management’s Philip Morris PM Stock Holding History

Sterling 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 		$225K Hold
1,246
– – 0.06% 113
2026
Q1 		$206K Buy
+1,246
New +$217K 0.06% 108
2025
Q4 		– Sell
-1,246
Closed -$202K – 112
2025
Q3 		$202K Hold
1,246
– – 0.06% 106
2025
Q2 		$227K Buy
+1,246
New +$214K 0.08% 99

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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

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

Sterling Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 1,246 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #113.

Sterling Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sterling Wealth Management held 1,246 shares of Philip Morris worth $225K as of Q2 2026.
  • Sterling Wealth Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Sterling Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • Sterling Wealth Management's Philip Morris position peaked at $227K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.