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Summit Wealth Partners’s Philip Morris PM Stock Holding History

Summit Wealth 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 		$1.11M Buy
6,156
+9
+0.1% +$1.56K 0.16% 94
2026
Q1 		$1.02M Buy
6,147
+416
+7% +$72.3K 0.16% 101
2025
Q4 		$919K Buy
5,731
+10
+0.2% +$1.55K 0.17% 85
2025
Q3 		$928K Buy
5,721
+7
+0.1% +$1.18K 0.17% 87
2025
Q2 		$1.04M Buy
5,714
+9
+0.2% +$1.55K 0.2% 78
2025
Q1 		$906K Buy
5,705
+12
+0.2% +$1.7K 0.18% 84
2024
Q4 		$685K Sell
5,693
-90
-2% -$11.4K 0.14% 103
2024
Q3 		$702K Buy
5,783
+12
+0.2% +$1.39K 0.14% 112
2024
Q2 		$585K Buy
5,771
+14
+0.2% +$1.37K 0.12% 118
2024
Q1 		$527K Buy
5,757
+13
+0.2% +$1.2K 0.11% 129
2023
Q4 		$540K Buy
5,744
+13
+0.2% +$1.2K 0.13% 111
2023
Q3 		$531K Buy
5,731
+109
+2% +$10.5K 0.14% 103
2023
Q2 		$549K Sell
5,622
-25
-0.4% -$2.39K 0.14% 100
2023
Q1 		$549K Buy
5,647
+8
+0.1% +$797 0.14% 99
2022
Q4 		$571K Buy
5,639
+43
+0.8% +$4.06K 0.15% 96
2022
Q3 		$465K Buy
5,596
+8
+0.1% +$763 0.13% 94
2022
Q2 		$552K Buy
5,588
+8
+0.1% +$816 0.15% 85
2022
Q1 		$524K Buy
5,580
+8
+0.1% +$800 0.12% 90
2021
Q4 		$529K Buy
5,572
+7
+0.1% +$654 0.11% 89
2021
Q3 		$527K Buy
5,565
+7
+0.1% +$704 0.12% 88
2021
Q2 		$551K Buy
5,558
+275
+5% +$26.4K 0.13% 89
2021
Q1 		$469K Buy
5,283
+8
+0.2% +$679 0.12% 93
2020
Q4 		$437K Buy
5,275
+209
+4% +$16.3K 0.12% 91
2020
Q3 		$380K Buy
5,066
+9
+0.2% +$694 0.11% 105
2020
Q2 		$354K Buy
5,057
+8
+0.2% +$583 0.11% 103
2020
Q1 		$368K Sell
5,049
-609
-11% -$50.1K 0.15% 74
2019
Q4 		$481K Buy
+5,658
New +$466K 0.17% 66

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

Summit Wealth Partners's PM Position: Q2 2026 in Review

Summit Wealth Partners increased its Philip Morris (PM) stake by 0.15% in Q2 2026, buying an estimated $1.56K and bringing the position to 6,156 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #94.

Summit Wealth Partners first reported a position in PM in Q4 2019 and has held it in 27 quarters since. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Summit Wealth Partners held 6,156 shares of Philip Morris worth $1.11M as of Q2 2026.
  • Summit Wealth Partners bought 9 Philip Morris shares in Q2 2026, an estimated $1.56K.
  • Philip Morris made up 0.16% of Summit Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Summit Wealth Partners first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.