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Storen Legacy Partners’s Philip Morris PM Stock Holding History

Storen Legacy 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 		$1.41M Sell
7,803
-29
-0.4% -$5.03K 0.38% 48
2026
Q1 		$1.29M Buy
7,832
+45
+0.6% +$7.82K 0.41% 49
2025
Q4 		$1.25M Buy
+7,787
New +$1.21M 0.39% 24

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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

Storen Legacy Partners's PM Position: Q2 2026 in Review

Storen Legacy Partners reduced its Philip Morris (PM) stake by 0.37% in Q2 2026, selling an estimated $5.03K and leaving 7,803 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #48.

Storen Legacy Partners first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Storen Legacy Partners held 7,803 shares of Philip Morris worth $1.41M as of Q2 2026.
  • Storen Legacy Partners sold 29 Philip Morris shares in Q2 2026, an estimated $5.03K.
  • Philip Morris made up 0.38% of Storen Legacy Partners's portfolio in Q2 2026, its #48 holding.
  • Storen Legacy Partners first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.