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Summit Wealth Group (Colorado)’s Philip Morris PM Stock Holding History

Summit Wealth Group (Colorado)’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 		$439K Buy
2,429
+611
+34% +$106K 0.04% 235
2026
Q1 		$301K Buy
+1,818
New +$316K 0.03% 261
2025
Q4 		– Sell
-13,157
Closed -$1.22M – 528
2025
Q3 		$1.22M Buy
+13,157
New +$2.21M 0.13% 138

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 $3.38T AUM 44.17% 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

Summit Wealth Group (Colorado)'s PM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Philip Morris (PM) stake by 34% in Q2 2026, buying an estimated $106K and bringing the position to 2,429 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #235.

Summit Wealth Group (Colorado) first reported a position in PM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q3 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,429 shares of Philip Morris worth $439K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 611 Philip Morris shares in Q2 2026, an estimated $106K.
  • Philip Morris made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #235 holding.
  • Summit Wealth Group (Colorado) first reported a position in Philip Morris in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Philip Morris position peaked at $1.22M in Q3 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.